Azure Wealth Management

Azure Wealth Management (CRD# 172677) is a financial advisory firm headquartered in Saint Paul, MN. They manage $8,835,432 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $128,050
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Azure Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Elyse A. Jensen
CRD#: 5722402
75 W 5th Street, Ste 219, Saint Paul, MN 55102
96
Wealthminder
score

Elyse Jensen (CRD# 5722402) is an Investment Advisor Representative working at Azure Wealth Management in Saint Paul, MN and has over 8 years of experience in the finance industry. Elyse Jensen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Heath W. Jensen
CRD#: 6692190
75 W 5th Street, Ste 219, Saint Paul, MN 55102
88
Wealthminder
score

Heath Jensen (CRD# 6692190) is an Investment Advisor Representative working at Azure Wealth Management in Saint Paul, MN and has 1 year of experience in the finance industry.

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