Azalea Wealth Management LLC

Azalea Wealth Management LLC (CRD# 307567) is a financial advisory firm headquartered in , . They manage $9,507,000 in 59 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.azaleawealth.com/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $161,136
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Azalea Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Jones, financial advisor Glen Ellyn IL
Christopher R. Jones
CRD#: 5735335
Glen Ellyn, IL

Christopher Jones (CRD# 5735335) is an Investment Advisor Representative working at Azalea Wealth Management LLC in Glen Ellyn, IL and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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