A complete list of active advisors currently associated with Azzendo Wealth Advisors

Warmer can help you find a great advisor at Azzendo Wealth Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Azzendo Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Amaury Sanchez Cifuentes profile photo Amaury Sanchez Cifuentes
Hollywood, FL
25
Warmer team member

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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