Investment adviser · CRD 145919
AZZENDO WEALTH ADVISORS
Investment adviser filing (IA)
CATHY PARETO AND ASSOCIATES, INC.
CORAL GABLES, FL, United States · Form ADV filed Jun 23, 2026
- Regulatory AUM
- $300M Form ADV · Item 5.F
- Client accounts
- 642 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 77 | $233,025,783 | 77.6% |
| Individuals | 161 | $61,026,881 | 20.3% |
| Retirement plans | 5 | $6,045,695 | 2.0% |
| Charities | 2 | $34,324 | 0.0% |
Filing source
Form ADV 2115097 · Jun 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
901 PONCE DE LEON BLVD., SUITE 501CORAL GABLES, FL, 33134, United States
CRD 145919
Filing source
Form ADV 2115097 · Jun 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.