Azzendo Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Azzendo Wealth Advisors is an SEC-registered independent advisory firm that works with individuals, trusts, estates, pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management (both discretionary and non‑discretionary), broad financial planning, and assistance selecting third‑party investment managers and estate‑planning resources.
The firm constructs tailored portfolios using individual equities, fixed income, mutual funds, and exchange‑traded funds and may employ strategies such as direct indexing, options, margin, and covered options as appropriate to client objectives. Accounts are monitored on an ongoing basis with periodic reviews at least quarterly, and Azzendo provides written performance/holdings reports while coordinating implementation through custodial relationships and third‑party managers.
Compared with many independent single‑advisor firms, Azzendo manages institutional mandates in addition to individual wealth clients, including pension and profit‑sharing plans, and it performs manager searches and oversight for those relationships. The firm also discloses use of AI tools (with opt‑out for meeting recordings), the availability of direct‑indexing strategies, and potential conflicts stemming from third‑party adviser fee sharing and an affiliated lending relationship.
Client services
Expertise
Occupation focus
Fee options
Fixed fees range from $7,500 to $25,000 for broad-based financial planning services; up to $500 for estate planning services via Wealth.com.
$0 - $1,000,000: 1.00% per year $1,000,001 - $2,000,000: 0.80% per year $2,000,001 - $3,000,000: 0.75% per year $3,000,001 - $5,000,000: 0.70% per year $5,000,001 - $10,000,000: 0.75% per year $10,000,001 - $15,000,000: 0.55% per year $15,000,001 - $20,000,000: 0.45% per year $20,000,001+: 0.35% per year (negotiable for accounts over $20 million)
Hourly fee of $750 for certain consulting and financial planning services.
Account minimum: $1,500,000 Minimum fee: Minimum annual fee of $10,000 when account minimum is waived and fee set at 1.50%. Fee-only: Fixed fees range from $7,500 to $25,000 for broad-based financial planning services; hourly fees of $750 per hour for specific consulting services.
Main office
3878 Sheridan Street, Suite A
Hollywood FL 33021
Advisors at this office
1
Most active in
Florida · Texas
Also doing business as
Azzendo Wealth Advisors · Bluekey Personal Wealth Planning, A Limited Liability Company · Bluekey Wealth Advisors, LLC · Bluekey Wealth Management, LLC · Bluekey Wealth Managment, LLC · Bluekey Wealth Mangement, LLC · Cifuentes & Associates, LLC · Cifuentes Wealth Management · Cifuentes Wealth Partners · Cifuentes Wealth Partners LLC · Cifuentes Wealth Partners, LLC
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.
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