← Back to searchVisit website
AZIMUTH WEALTH ADVISORS
AZIMUTH WEALTH ADVISORS, LLC
CRD 290050
12636 HIGH BLUFF DRIVE, SUITE 400, SAN DIEGO, CA, 92130, United States
Phone
858-225-8210
Fax
858-225-8209
Registration
— (—)
Source
State registered
Total AUM
$40.2M
Discretionary AUM
$40.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $1.4M |
| High net worth individuals | 10 | $23.9M |
| Corporations/business entities | 6 | $14.8M |
All web addresses on file
Official SEC filing: View on IAPD