{
  "crd_number": 139610,
  "slug": "azzendo-wealth-advisors-hollywood-fl-139610",
  "primary_business_name": "AZZENDO WEALTH ADVISORS",
  "legal_name": "CIFUENTES WEALTH PARTNERS, LLC",
  "dbas": [
    "AZZENDO WEALTH ADVISORS",
    "CIFUENTES WEALTH MANAGEMENT",
    "CIFUENTES WEALTH PARTNERS",
    "CIFUENTES WEALTH PARTNERS LLC"
  ],
  "city": "Hollywood",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-05-30",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-06-23",
  "carried_forward": false,
  "raum_total": 173094626.0,
  "raum_discretionary": 149666126.0,
  "raum_non_discretionary": 23428500.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 18507116.0,
      "count": 52
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 154587510.0,
      "count": 50
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "TX"
  ],
  "websites": [
    "https://azzendo.com",
    "https://facebook.com/azzendowealthadvisors",
    "https://instagram.com/azzendowealthadvisors",
    "https://linkedin.com/company/azzendo",
    "https://youtube.com/@azzendowealthadvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139610",
  "city_as_filed": "HOLLYWOOD",
  "url": "https://advisorcensus.com/firm/azzendo-wealth-advisors-hollywood-fl-139610",
  "display_name": "Azzendo Wealth Advisors",
  "summary": "Azzendo Wealth Advisors is an SEC-registered investment advisory firm in Hollywood, FL, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.",
  "citation": "AdvisorCensus. Azzendo Wealth Advisors (CRD 139610): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Azzendo Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Azzendo Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Azzendo Wealth Advisors located?",
      "a": "Azzendo Wealth Advisors' principal office is in Hollywood, FL, according to its Form ADV."
    },
    {
      "q": "Is Azzendo Wealth Advisors registered with the SEC or a state?",
      "a": "Azzendo Wealth Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 139610."
    },
    {
      "q": "How much does Azzendo Wealth Advisors manage?",
      "a": "Azzendo Wealth Advisors reports $173,094,626 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (86% discretionary)."
    },
    {
      "q": "How have Azzendo Wealth Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Azzendo Wealth Advisors: Regulatory assets under management: $123,807,503 in the October 2021 data and $173,094,626 in the October 2026 data, up 40%. Total employees: 5 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Azzendo Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (50)."
    },
    {
      "q": "Which custodians does Azzendo Wealth Advisors use?",
      "a": "Azzendo Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Azzendo Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139610"
    },
    {
      "q": "Does Azzendo Wealth Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 23, 2026 says: \"Azzendo Wealth Advisors generally requires a minimum of $ 1,500,000 to open and maintain an individually managed account. This account minimum may be waived at the discretion of the firm.\""
    },
    {
      "q": "What changed in Azzendo Wealth Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $141,226,473 to $173,094,626 (+23%). Changed its legal name from Bluekey Wealth Advisors, LLC to Cifuentes Wealth Partners, LLC. Added the business name Cifuentes Wealth Partners. Added the business name Cifuentes Wealth Management. Added the business name Cifuentes Wealth Partners LLC. No longer lists the business name Bluekey Wealth Advisors. No longer lists the business name Bluekey Wealth Management. No longer lists the business name Bluekey Wealth Advisors LLC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 123807503.0,
      "total_employees": 5,
      "filing_date": "2021-03-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 159954308.0,
      "total_employees": 5,
      "filing_date": "2022-09-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 131877929.0,
      "total_employees": 3,
      "filing_date": "2023-08-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 121137652.0,
      "total_employees": 3,
      "filing_date": "2024-03-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 141226473.0,
      "total_employees": 2,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 173094626.0,
      "total_employees": 2,
      "filing_date": "2026-06-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $141,226,473 to $173,094,626 (+23%).",
        "Changed its legal name from Bluekey Wealth Advisors, LLC to Cifuentes Wealth Partners, LLC.",
        "Added the business name Cifuentes Wealth Partners.",
        "Added the business name Cifuentes Wealth Management.",
        "Added the business name Cifuentes Wealth Partners LLC.",
        "No longer lists the business name Bluekey Wealth Advisors.",
        "No longer lists the business name Bluekey Wealth Management.",
        "No longer lists the business name Bluekey Wealth Advisors LLC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Azzendo Wealth Advisors generally requires a minimum of $ 1,500,000 to open and maintain an individually managed account. This account minimum may be waived at the discretion of the firm."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Azzendo Wealth Advisors generally requires a minimum of $ 1,500,000 to open and maintain an individually managed account. This account minimum may be waived at the discretion of the firm."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/azzendo-wealth-advisors-hollywood-fl-139610.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 52,
      "fewer_than_5": false,
      "raum": 18507116.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 50,
      "fewer_than_5": false,
      "raum": 154587510.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139610",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}