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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 28, 2025 and June 23, 2026, reported AUM increased 12.0%, from $268.0M to $300.1M.
Across 5 reported observations, AUM increased 59.2% between February 16, 2022 and June 23, 2026, from $188.5M to $300.1M.
Of the latest reported AUM, 95.8% is discretionary and 4.2% is non-discretionary.
The firm reports 5 advisory representatives and 248 clients, or 49.6 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on June 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
CATHERINA MARLENE PARETO
Chief Compliance Officer
- CRD
- #4623442
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Azzendo Wealth Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Azzendo Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.