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AZZENDO WEALTH ADVISORS
CATHY PARETO AND ASSOCIATES, INC.
CRD 145919 · SEC 801-110395
901 PONCE DE LEON BLVD., SUITE 501, CORAL GABLES, FL, 33134, United States
Phone
305-648-9814
Fax
305-675-7652
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$300.1M
Discretionary AUM
$287.6M
Team
7 total employees; 5 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 161 | $61.0M |
| High net worth individuals | 77 | $233.0M |
| Pension/profit sharing plans | 5 | $6.0M |
| Charitable organizations | 2 | $34K |
States served
CA, TX, FL
All web addresses on file
- https://www.youtube.com/@azzendowealthadvisors
- HTTP://WWW.CATHYPARETO.COM
- HTTP://WWW.MIAMIMONEYMANAGER.COM/
- HTTP://WWW.MIAMIFINANCIALPLANNING.NET/
- HTTPS://TWITTER.COM/CATHYPARETO
- https://www.youtube.com/@MiamiFinancialAdvice
- https://www.azzendo.com/
- https://www.facebook.com/azzendowealthadvisors
- HTTP://WWW.MIAMIWEALTHMANAGEMENT.COM/
- https://www.instagram.com/azzendowealthadvisors/
- https://www.linkedin.com/company/azzendo
Official SEC filing: View on IAPD