Azzendo Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$294,052,664
Clients
238
Advisors
5
of 7 employees
About
Azzendo Wealth Advisors is an SEC-registered investment adviser that provides wealth management, portfolio management, financial planning and retirement plan consulting to individuals, trusts, estates and pension/retirement plan sponsors. The firm manages roughly $300 million in client assets and serves a client base that includes high-net-worth individuals and household accounts.
The firm delivers discretionary portfolio management tailored to client goals and risk tolerance, using a mix of equity securities, ETFs, mutual funds, corporate and municipal and U.S. government securities, and may implement custom or model portfolios with ongoing monitoring, rebalancing, stress testing and Monte Carlo analysis. Financial planning services include retirement and estate coordination, tax-aware strategies and optional add-on modules, and the firm conducts quarterly performance reviews with at least an annual in-person portfolio review option.
Azzendo discloses that it accepts vendor-provided marketing and advertising initiatives and uses endorsements in its advertising, a practice the brochure identifies as a potential source of conflicts of interest. The firm also discloses the use of AI tools for service delivery and meeting transcription and provides explicit disclosures and guidance regarding Securities-Backed Lines of Credit, highlighting associated risks and conflicts.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees ranging from $7,500 to $25,000 or more (negotiable)
$0 - $1,000,000: 1.00% per year $1,000,000 - $2,000,000: 0.80% per year $2,000,000 - $3,000,000: 0.75% per year $3,000,000 - $5,000,000: 0.70% per year $5,000,000 - $10,000,000: 0.75% per year $10,000,000 - $15,000,000: 0.55% per year $15,000,000 - $20,000,000: 0.45% per year $20,000,000 - > $20,000,000: Negotiable
$750 per hour for specific financial planning services
Account minimum: $1,500,000 Minimum fee: $10,000 minimum annual fee when account minimum is waived Fee-only: Fees are negotiable; includes portfolio management and consulting fees
Main office
901 Ponce De Leon Blvd., Suite 501
Coral Gables FL 33134
Advisors at this office
5
Most active in
California · Florida · Texas
Also doing business as
Azzendo Wealth Advisors · Cathy Pareto And Associates · Cathy Pareto And Associates, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Louis C
CFP®, Series 63
Coral Gables, FL
Azzendo Wealth Advisors
Louis Carpenter III is a CFP® with 21 years of industry experience, currently with Azzendo Wealth Advisors in Coral Gables, FL. He has worked at Cathy Pareto and Associates since 2011 and operates his own CPA firm, LB Carpenter CPA, PA. Azzendo Wealth Advisors is an SEC-registered firm managing approximately $300 million in assets, serving high-net-worth individuals, trusts, estates, and pension plan sponsors. The firm offers discretionary portfolio management and comprehensive financial planning tailored to client goals and risk tolerance.
Catherina P
CFP®, Series 65
Coral Gables, FL
Azzendo Wealth Advisors
Catherina Pareto is a CFP® and Series 65 credentialed advisor at Azzendo Wealth Advisors with 23 years of industry experience. She has worked at BlueKey Personal Wealth Planning since 2016 and operates Cathy Pareto & Associates, Inc. since 2007. She occasionally holds public seminars, teaches investment-related classes at local universities and institutions, appears as a guest on radio and television shows, and contributes to local and national publications. Azzendo Wealth Advisors is an SEC-registered firm serving high-net-worth individuals, trusts, estates, and pension plan sponsors. The firm provides wealth management, portfolio management, financial planning, and retirement plan consulting, managing approximately $300 million in client assets with a focus on tailored discretionary portfolio management and comprehensive financial planning services.
Alexandra V
Series 65
Coral Gables, FL
Azzendo Wealth Advisors
Alexandra Valdes is a financial advisor with Azzendo Wealth Advisors, holding a Series 65 designation and 11 years of industry experience. She has been associated with Cathy Pareto and Associates since 2014. Azzendo Wealth Advisors is an SEC-registered firm that provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and pension/retirement plan sponsors. The firm manages approximately $300 million in client assets and serves a client base including high-net-worth individuals and household accounts, delivering discretionary portfolio management and comprehensive financial planning services.
Ana A
CFP®
Coral Gables, FL
Azzendo Wealth Advisors
Ana Arguello is a CFP® professional with 10 years of industry experience. She is affiliated with Azzendo Wealth Advisors and has previously worked at Cathy Pareto & Associates. Azzendo Wealth Advisors is an SEC-registered firm that provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and pension plan sponsors. The firm manages approximately $300 million in assets and serves high-net-worth individuals and household accounts, employing a discretionary portfolio management approach tailored to client goals and risk tolerance.
Alejandro G
Series 65
Coral Gables, FL
Azzendo Wealth Advisors
Alejandro Grillo is a financial advisor at Azzendo Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at the University of Florida and Christopher Columbus High School. Azzendo Wealth Advisors is an SEC-registered investment adviser managing approximately $300 million in client assets. The firm provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and plan sponsors, using discretionary strategies tailored to client goals and risk tolerance.
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