$173.1M Total AUM
$149.7M Disc. AUM
2.3% 3Y CAGR
2 Employees
102 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital
- Established Date
- 03-20-2006
- Office Locations
- 1
Office Locations
3878 Sheridan Street Suite A Hollywood FL
About Azzendo Wealth Advisors
Azzendo Wealth Advisors is a Florida-based, fee-only RIA providing collaborative financial planning and ongoing investment management for individuals and families navigating life transitions and retirement. Portfolios emphasize diversification and tailored strategies, using an open-architecture, non-proprietary approach (no commissions or referral fees). Custody includes Charles Schwab.
Team overview
-- AVG AGE
$173.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
16.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Fusion Ember crest Prime vertex Oak legacy Ridge Beacon Vertex element Crest
Client Personas
Meridian Bridge foundation
Custodian
Meridian Atlas beacon Frontier
Investment Themes
Alpha bridge Foundation zenith Delta element Zenith Capital Eagle
Investment Vehicles
Alpha Crest vital
Platform
Foundation capital Oak vital
Services
Ridge Value Signal signal Atlas Vector Eagle Pathway meridian Foundation crest Eagle Vector eagle Catalyst
Technology
Oak signal
Owner & Executives
AMAURY SANCHEZ-CIFUENTES
Chief Compliance Officer, Managing Member
- CRD
- #3240110
- Ownership
- 75% or more
(550) 325-3826
frontier.element@atlascapital.com
in linkedin.com/in/focus-harbor
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,666,126 | $514,317 |
| Non-Discretionary | $23,428,500 | $1,064,932 |
| Total | $173,094,626 | $553,018 |
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Separately Managed Accounts
Total SMA Asset: $173,094,626
Public Funds:
17.4% U.S. Government/Agency:
10.8% Equity - Exchange:
13.5% Cash:
17.7% Municipal Bonds:
31.4% Private Funds:
9.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $501,296,356 | 17.4% |
| U.S. Government/Agency | $311,149,462 | 10.8% |
| Equity - Exchange | $388,936,828 | 13.5% |
| Cash | $509,939,397 | 17.7% |
| Municipal Bonds | $904,638,252 | 31.4% |
| Private Funds | $265,053,246 | 9.2% |
| Total | $2,881,013,541 | 100.0% |