Azzendo Wealth Advisors

Azzendo Wealth Advisors (CRD# 145919) is a financial advisory firm headquartered in Coral Gables, FL. They manage $212,481,539 in 548 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
901 Ponce De Leon Blvd., Suite 501, Coral Gables, FL 33134
https://www.youtube.com/user/miamifinancialadvice
By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    548
    ACCOUNTS
  • Average Account Value
    $387,740
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, TX

Financial Advisors at Azzendo Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Ana Arguello, financial advisor Coral Gables FL
Ana C. Arguello
CRD#: 6643845
901 Ponce De Leon Blvd., Suite 501, Coral Gables, FL 33134

Ana Arguello (CRD# 6643845) is an Investment Advisor Representative working at Azzendo Wealth Advisors in Coral Gables, FL and has 1 year of experience in the finance industry.

2
Louis Carpenter, financial advisor Coral Gables FL
Louis B. Carpenter
CRD#: 4760892
901 Ponce De Leon Blvd., Suite 501, Coral Gables, FL 33134

Louis Carpenter (CRD# 4760892) is an Investment Advisor Representative working at Azzendo Wealth Advisors in Coral Gables, FL and has over 19 years of experience in the finance industry.

3
Catherina Pareto, financial advisor Coral Gables FL
Catherina M. Pareto
CRD#: 4623442
901 Ponce De Leon Blvd., Suite 501, Coral Gables, FL 33134

Catherina Pareto (CRD# 4623442) is an Investment Advisor Representative working at Azzendo Wealth Advisors in Coral Gables, FL and has over 21 years of experience in the finance industry.

4
Alexandra Valdes, financial advisor Coral Gables FL
Alexandra C. Valdes
CRD#: 6107039
901 Ponce De Leon Blvd., Suite 501, Coral Gables, FL 33134

Alexandra Valdes (CRD# 6107039) is an Investment Advisor Representative working at Azzendo Wealth Advisors in Coral Gables, FL and has over 8 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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