Data / Investment advisers / Florida / Azzendo Wealth Advisors
Azzendo Wealth Advisors, Coral Gables, FL: $300 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Azzendo Wealth Advisors is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $300 million in regulatory assets under management in its Form ADV filed June 23, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Azzendo Wealth Advisors (CRD number 145919): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 145919
- SEC file number
- 801-110395
- SEC status
- Approved, effective April 13, 2017
- Legal name
- Cathy Pareto and Associates, Inc.
- Main office
- 901 Ponce de Leon Blvd. Suite 501, Coral Gables, FL 33134
- Phone
- (305) 648-9814
- Regulatory AUM
- $300,132,683 in the Form ADV filed June 23, 2026
- Discretionary AUM
- $287,602,852
- Non discretionary AUM
- $12,529,831
- Accounts
- 642
- Employees
- 7, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 77 | $233 million |
| Individuals (other than high net worth individuals) | 161 | $61 million |
| Pension and profit sharing plans | 5 | $6 million |
| Charitable organizations | 2 | $34,324 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $300.1 million | January 21, 2026 |
| December 1, 2025 | $268 million | October 28, 2025 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kirtland Financial Management, Inc. | Coral Gables | $396.1 million | Not listed | adviserinfo.sec.gov |
| Pinvest | Coral Gables | $377.5 million | Not listed | adviserinfo.sec.gov |
| Invenio Wealth Partners, LLC | Coral Gables | $364 million | Not listed | adviserinfo.sec.gov |
| Premia Global Advisors, LLC | Coral Gables | $340.8 million | Not listed | adviserinfo.sec.gov |
| Meira Wealth | Coral Gables | $317.8 million | Not listed | adviserinfo.sec.gov |
| Matters Capital LLC | Coral Gables | $296.8 million | 2 | adviserinfo.sec.gov |
| Innova Advisors | Coral Gables | $264.8 million | Not listed | adviserinfo.sec.gov |
| Loyola Asset Management LLC | Coral Gables | $239.9 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Azzendo Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.