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Firm profile

Azzendo Wealth Advisors

CORAL GABLES, FLCRD 145919Latest ADV January 21, 2026

Azzendo Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated January 21, 2026, reports $300M in regulatory assets under management, 7 employees, and 642 accounts.

Assets Under Management
$300M
Employees
7
Offices
--
Total Clients
245
Primary office
CORAL GABLES, FL
901 PONCE DE LEON BLVD., SUITE 501, CORAL GABLES, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOCatherina M. Pareto

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 65.7% of total clients.
Top client categories% of clientsClients
1
Individuals
65.7%
161
2
HNWI
31.4%
77
3
Pension Plans
2.0%
5
4
Charitable
0.8%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$300Mas of January 21, 2026
Discretionary95.8%
$288M
96% of total RAUM95.8%
Non-discretionary4.2%
$13M
4% of total RAUM4.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$300M
Total Accounts642
10Y AUM Change+$197M (+191.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee35:1
10Y Employee Change+1 (+16.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.