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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-20-2006
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between September 12, 2025 and June 23, 2026, reported AUM increased 22.6%, from $141.2M to $173.1M.
Across 5 reported observations, AUM increased 8.2% between September 12, 2022 and June 23, 2026, from $160.0M to $173.1M.
Of the latest reported AUM, 86.5% is discretionary and 13.5% is non-discretionary.
The firm reports 1 advisory representatives and 102 clients, or 102 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 20 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
AMAURY SANCHEZ-CIFUENTES
Chief Compliance Officer, Managing Member
- CRD
- #3240110
- Ownership
- 75% or more
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Azzendo Wealth Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.