# Azzendo Wealth Advisors

Azzendo Wealth Advisors is a Bank / Wealth / Trust based in Coral Gables, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Coral Gables, United States
- **Region:** North America
- **Address:** Coral Gables, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** azzendo.com
- **LinkedIn:** https://www.linkedin.com/company/azzendo

## Regulatory record

- **CRD number:** 145919
- **SEC file number:** 801-110395
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-21T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145919

## About

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.

## 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.

## Related profiles

- [AZ-VC](https://altss.com/profile/az-vc)
- [Azzurra Capital](https://altss.com/profile/azzurra-capital)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/azzendo-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology