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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-20-2017
- Office Locations
- 1
Office Locations
About Azimuth Wealth Advisors
Azimuth Wealth Advisors is an independent, founder-led RIA providing customized wealth management, financial planning, and investment/risk management for select wealthy families and foundations. Portfolios are built primarily with ETFs, alongside cash and U.S. government/agency bonds. Founded in 2015 by longtime corporate/CEO advisor Charles C. Rogers; custody relationships include Schwab.
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Owner & Executives
CHARLES COURTNEY ROGERS
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #4326780
- Ownership
- 75% or more
ANNELIZABETH QUADRINI ROGERS
SENIOR VICE PRESIDENT, Vice President
- CRD
- #5648235
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,154,283 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,154,283 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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