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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-22-2014
- Office Locations
- 3
Office Locations
About Azure Wealth Management
Azure Wealth Management is a Saint Paul, MN–based RIA providing financial planning, wealth management, and family office support for individuals, families, and closely held businesses focused on legacy and community impact. The firm emphasizes simplified implementation of sophisticated solutions, with portfolios centered on asset allocation and risk management using public funds and ETFs, and typically custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ELYSE ANNETTE DORNHECKER JENSEN
Chief Compliance Officer, Founding Partner
- CRD
- #5722402
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Emily Ebbs
Director of Operations
- CRD
- --
ELYSE ANNETTE DORNHECKER JENSEN
Chief Compliance Officer, Founding Partner
- CRD
- #5722402
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,704,134 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,704,134 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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