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Bank / Wealth / TrustRIA · CRD 145919SEC-Registered

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Azzendo Wealth Advisors

Azzendo Wealth Advisors was established in 2007 as a Florida-based registered investment advisor. It offers services focused on portfolio construction and...

Overview

Azzendo Wealth Advisors was established in 2007 as a Florida-based registered investment advisor. It offers services focused on portfolio construction and planning for guardianships, trusts, and estates. The firm executes direct portfolio management without reported commitments to external funds or co-investments. Geographic activity centers on the United States with no named holdings or dated transactions available. No team size, additional offices, or recent operational events appear in public records. Adjacent vehicles such as foundations or operating businesses remain undisclosed. The structure follows a conventional RIA model with no evident hybrid elements or succession details beyond standard advisory registration.

General information

Firm type

Bank / Wealth / Trust

Year founded

2007

Location

Region

North America

Country

United States

City

Coral Gables

Corporate office

Coral Gables, United States

Frequently asked questions

What services does Azzendo Wealth Advisors provide?

The firm provides investment management, financial planning, and portfolio management to individuals, high-net-worth individuals, guardianships, trusts, and estates.

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