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AZZENDO WEALTH ADVISORS

3878 Sheridan Street
Suite A
Hollywood, Florida 33021
Tel: 954-986-0633

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About AZZENDO WEALTH ADVISORS

AZZENDO WEALTH ADVISORS, formally registered with the SEC as AZZENDO WEALTH ADVISORS. The firm was established in 05/30/2019. They have over 1 offices throughout the country.

AZZENDO WEALTH ADVISORS is a Hollywood, Florida based Financial Planning firm with nearly $121,137,652 assets under management, offering retirement planning & investment advisory services to 347 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#139610
SEC#801-116707
Assets Managed by Firm$121,137,652
No. of Clients347
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total347$121,137,652
Individuals (other than high net worth individuals)61$25,275,262
High net worth individuals34$95,862,390

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