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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-04-2008
- Office Locations
- 1
Office Locations
About Azzendo Wealth Advisors
Azzendo Wealth Advisors is a Florida-based, fee-only RIA offering collaborative financial planning and investment management for individuals navigating life transitions and retirement. The team builds goal-based, diversified portfolios tailored to each client, using an open-architecture approach with no commissions or referral fees and no reliance on proprietary funds. Custodied with Charles Schwab.
Team overview
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Client Personas
Custodian
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Investment Vehicles
Platform
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Owner & Executives
CATHERINA MARLENE PARETO
Chief Compliance Officer, President
- CRD
- #4623442
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Ana Carolina Arguello
Senior Director of Marketing
- CRD
- #6643845
LOUIS BENJAMIN CARPENTER III
Financial Advisor
- CRD
- #4760892
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $287,602,852 | $455,068 |
| Non-Discretionary | $12,529,831 | $1,252,983 |
| Total | $300,132,683 | $467,496 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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