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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Element summitVector peak
- Established Date
- 03-06-2020
- Office Locations
- 1
Office Locations
About Azalea Wealth Management LLC
Azalea Wealth Management is an independent fiduciary RIA in the Chicago area providing holistic financial planning and ongoing investment management. Portfolios are built around client goals using diversified global asset-class allocations, emphasizing low-cost ETFs and evidence-based strategies, with stress testing and ongoing tactical monitoring. CFP professionals and a tech-enabled Charles Schwab platform support transparent, planning-first advice.
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Owner & Executives
CHRISTOPHER RYAN JONES
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5735335
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,789,321 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,789,321 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,789,321
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $493,588,854 | 25.1% |
| Cash | $1,472,900,603 | 74.9% |
| Total | $1,966,489,457 | 100.0% |