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AZZENDO WEALTH ADVISORS

CORAL GABLES, FL · CRD 145919 · IAPD ↗ · 305-648-9814

$300.1MRegulatory AUM
5Advisory reps
7Employees
3Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — AZZENDO WEALTH ADVISORS reported RAUM up 26% ($212.5M -> $268.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.