Azzendo Wealth Advisors

Azzendo Wealth Advisors, operating as BlueKey Wealth Advisors, LLC, is a registered investment adviser based in Hollywood, Florida, providing services since 2010. The firm offers portfolio management, financial planning, and selection of third-party investment advisers. Portfolio management services include discretionary and non-discretionary options, with a minimum account size typically set at $500,000, but may be waived. Fees for portfolio management are based on a percentage of assets under management, with a tiered fee schedule. Financial planning services cover various areas, with fixed fees ranging from $750 to $25,000, and hourly fees of $750 for specific services. The firm may recommend third-party advisers and receives benefits from Schwab for research services. Azzendo Wealth Advisors has a Code of Ethics, does not vote proxies, and does not have custody of client funds. The firm offers discretionary and non-discretionary account management, with clients receiving quarterly performance reports. Azzendo Wealth Advisors prioritizes client confidentiality and data security, complying with the Gramm-Leach-Bliley Act. For more information, clients can contact Amaury Sanchez-Cifuentes, Managing Member.