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Amaury Sanchez-cifuentes

Investment adviser representative at Azzendo Wealth Advisors
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$173.1MFirm assets

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How the firm charges

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

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Alterra Home Loans a Division of Alterra Group LLCOct 2010 to now
  2. Azzendo Wealth AdvisorsJun 2010 to now
  3. Cifuentes Wealth Partners LLCNov 2005 to now
  4. Cathy Pareto & Associates Inc.Aug 2016 to Jun 2017

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Azzendo Wealth Advisors

Legal name: Cifuentes Wealth Partners, LLC

$173.1MAssets managed
102Clients
1Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3240110
Firm CRD
139610
Advisor's SEC record (opens in a new tab)
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