# Azimuth Wealth Advisors

> Azimuth Wealth Advisors is a state-registered investment advisory firm in San Diego, CA, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 290050
- Filed as: AZIMUTH WEALTH ADVISORS
- Legal name: Azimuth Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290050
- AdvisorCensus page: https://advisorcensus.com/firm/azimuth-wealth-advisors-san-diego-ca-290050

## Quick answers

**How is Azimuth Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Azimuth Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Azimuth Wealth Advisors located?**
Azimuth Wealth Advisors' principal office is in San Diego, CA, according to its Form ADV.

**Is Azimuth Wealth Advisors registered with the SEC or a state?**
Azimuth Wealth Advisors is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 290050.

**How much does Azimuth Wealth Advisors manage?**
Azimuth Wealth Advisors reports $40,154,283 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does Azimuth Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (9); corporations or other businesses not listed above (6).

**Does Azimuth Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290050

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $40,154,283
- Discretionary: $40,154,283
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,445,502 |
| High net worth individuals | 10 | $23,904,263 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $14,804,518 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- azimuthassetmanagement.com
- azimuthcapitalpartners.com
- azimuthma.com
- azimuthwa.com
- azimuthwealthadvisers.com
- azimuthwealthadvisers.net
- azimuthwealthadvisorsinc.com
- LinkedIn @azimuth-wealth-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Azimuth Wealth Advisors (CRD 290050): Form ADV filing data as of October 2026.