Cifuentes Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 51–100 clients last fiscal year.
Cifuentes Wealth Partners reports 102 clients. They include 52 individual clients and 50 high-net-worth individuals. Of its assets, 86.5% ($150M across 291 accounts) are managed with discretion; $23.4M across 22 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 11% |
| High-net-worth individuals | 49% | 89% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 52 | $18.5M | 10.7% | $356K |
| High-net-worth individuals | 50 | $155M | 89.3% | $3.09M |
| Total | 102 | $173M | 100% | $1.7M |
- Clients
- 52
- Regulatory AUM
- $18.5M
- AUM share
- 10.7%
- Avg. per client
- $356K
- Clients
- 50
- Regulatory AUM
- $155M
- AUM share
- 89.3%
- Avg. per client
- $3.09M
Total
- Clients
- 102
- Regulatory AUM
- $173M
- AUM share
- 100%
- Avg. per client
- $1.7M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Cifuentes Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Estate Planning
- Estate planning services provided through Wealth.com are charged a fee of up to $500, set in a separate engagement letter.
- Financial Planning and Consulting
- Broad-based planning is a fixed fee of $7,500 to $25,000; hourly planning and consulting add-on services are $750 an hour.
Amaury Sanchez-Cifuentes owns 75% or more of Cifuentes Wealth Partners. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Cifuentes Wealth Partners, LLC
Amaury Sanchez-Cifuentes
Control person · since November 2005
Cifuentes Wealth Partners’ regulatory assets grew from $124M (March 2021) to $173M (June 2026); clients fell from 113 to 102 and employees from 5 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $173M | 102 | 2 | 1 |
| Mar 2025March 2025 | $141M | 110 | 2 | 1 |
| Mar 2024March 2024 | $121M | 95 | 3 | 1 |
| Mar 2023March 2023 | $132M | 93 | 3 | 2 |
| Apr 2022April 2022 | $160M | 108 | 5 | 2 |
| Mar 2021March 2021 | $124M | 113 | 5 | 2 |
Besides its headquarters, Cifuentes Wealth Partners has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 3878 Sheridan Street, Suite A, HollywoodHQ
Other business names
Cifuentes Wealth Partners has reported 4 other business names to the SEC.
- Azzendo Wealth Advisors
- Cifuentes Wealth Management
- Cifuentes Wealth Partners
- Cifuentes Wealth Partners LLC
Contact and registration details
- Legal name
- Cifuentes Wealth Partners, LLC
- Headquarters
- 3878 Sheridan Street, Suite A, Hollywood, FL 33021
- Website
- Not reported
- Phone
- 954-986-0633
- @azzendo
- SEC file
- 801-116707
- Structure
- Florida LLC
- Fiscal year end
- December
Cifuentes Wealth Partners’ named custodian for separately managed accounts is Charles Schwab ($146M). Cifuentes Wealth Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $146M100%
At year end, Cifuentes Wealth Partners’ separately managed accounts were mostly in funds (77%) and bonds (13%).
What the accounts hold
- Stocks8%
- Funds77%
- Registered funds76%
- Pooled vehicles1%
- Bonds13%
- U.S. government and agency bonds12%
- State and local bonds1%
- Cash2%
How many clients does Cifuentes Wealth Partners have?
Cifuentes Wealth Partners has 102 clients and manages $173 million for them, as of June 2026. They include 52 individual clients and 50 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 June 2026
What services does Cifuentes Wealth Partners offer?
Cifuentes Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Cifuentes Wealth Partners use?
Cifuentes Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $146M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 June 2026
How many financial advisors does Cifuentes Wealth Partners have?
Cifuentes Wealth Partners has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cifuentes Wealth Partners invest in?
At the end of its last fiscal year, Cifuentes Wealth Partners’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 12% U.S. government and agency bonds, 8% exchange-traded equities, 2% cash and equivalents, 1% state and local bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cifuentes Wealth Partners?
Cifuentes Wealth Partners’ direct owner is Amaury Sanchez-Cifuentes (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 June 2026
How does Cifuentes Wealth Partners get paid?
Cifuentes Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cifuentes Wealth Partners?
Cifuentes Wealth Partners’ main office is at 3878 Sheridan Street, Suite A, Hollywood, FL 33021. Its phone number is 954-986-0633.