Azzendo Wealth Advisors

Who works here

• AG
  Alejandro Robert Grillo
• AV
  Alexandra Caraballo Valdes
• AA
  Ana Carolina Arguello
• CP
  Catherina Marlene Pareto
• LC
  Louis Benjamin Carpenter

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Azzendo Wealth Advisors

Legal name: Cathy Pareto and Associates, Inc.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

145919