Azzendo Wealth Advisors's Form ADV discloses 0.75% on the first $5 million, 0.55% on the next $5 million, 0.45% on the next $5 million, 0.35% on the next $5 million, and negotiable rates above $20 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #145919), Azzendo Wealth Advisors is subject to fiduciary duty under federal law.
Azzendo Wealth Advisors is headquartered in CORAL GABLES, FL.
Azzendo Wealth Advisors serves 77 high-net-worth clients according to their SEC filing dated June 23, 2026. View client details ↓
According to their SEC Form ADV, Azzendo Wealth Advisors offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Azzendo Wealth Advisors manages $300 million in client assets according to their SEC filing dated June 23, 2026.
According to their SEC Form ADV, Azzendo Wealth Advisors serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓