AZZENDO WEALTH ADVISORS

CATHY PARETO AND ASSOCIATES, INC. Legal Name

Adviser information for AZZENDO WEALTH ADVISORS last updated from Form ADV on February 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Florida, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	548	$212.5M
Non-Discretionary	0	$0
Total	548	$212.5M

Clients

Type	Number	RAUM
Individuals	148	$40.3M
HNW Individuals	66	$159.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	5	$12.9M
Charitable organizations	2	$103,525
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	6
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-110395
SEC ERA File Number	801-110395
SEC CIK Numbers	None
SEC CRD Numbers	145919
Legal Entity Identifier	None

Principal Office

901 PONCE DE LEON BLVD.
SUITE 501
CORAL GABLES
FL
United States

Monday - Friday, 9:00AM - 5:00 PM

Tel: 305-648-9814, Fax: 305-675-7652

Websites

www.cathypareto.com www.miamimoneymanager.com/ www.miamifinancialplanning.net/ www.miamiwealthmanagement.com/ www.facebook.com/cathyparetoandassociates twitter.com/cathypareto www.youtube.com/user/miamifinancialadvice www.instagram.com/cathyparetoandassociates/ www.linkedin.com/company/cathy-pareto-&-associates www.azzendo.com/ www.facebook.com/azzendowealthadvisors www.linkedin.com/company/azzendo www.instagram.com/azzendowealthadvisors/ www.youtube.com/@azzendowealthadvisors

Chief Compliance Officer

CATHY PARETO

PRESIDENT/CCO

901 PONCE DE LEON BLVD.

SUITE 501

CORAL GABLES

United States

Tel: 305-648-9814

Fax: 305-675-7652

C****@**************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners