Azalea Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,789,321
Total clients
35
11% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$422,552
About
Azalea Wealth Management LLC is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, charitable organizations, and corporations. The firm’s Form ADV reports approximately $6.84 million in discretionary assets under management and about 35 client accounts as of June 30, 2022.
The adviser implements tailored discretionary strategies and may use firm‑developed model portfolios across a range of instruments, including equities, mutual funds, ETFs, REITs, certificates of deposit, structured products, and options strategies. Its methods of analysis combine charting, technical and cyclical analysis with fundamental analysis and modern portfolio theory, and it delivers written financial plans and periodic account reviews to clients.
Noteworthy characteristics relative to peers include the explicit use of option writing and structured products alongside more conventional holdings, and a stated policy not to vote client proxies. The firm’s principal is a CFP certificant with prior experience as a financial advisor at Ameriprise, and the adviser discloses it does not participate in wrap fee programs or soft‑dollar arrangements.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
Fixed fee for financial planning services generally between $1,200 and $3,600, negotiable
$0 - $499,999: 1.00% $500,000 - $999,999: 0.80% $1,000,000 - $4,999,999: 0.60% $5,000,000 - $9,999,999: 0.40% $10,000,000+: 0.25%
$300 per hour for financial planning and consulting services, negotiable
Fee-only: Fixed fee ranging from $1,200 to $3,600; hourly fee $300 (both negotiable)
Main office location
Azalea Wealth Management LLC
Glen Ellyn IL, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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