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).
Total Assets Under Management9MILLION
Total Number of Accounts69ACCOUNTS
Average Account Value$128,050
- A percentage of assets under your management
- Hourly charges
- 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)
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.
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.