{"url":"https://nivawealth.com/firms/cifuentes-wealth-partners-139610","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/139610","regulatoryAum":173094626,"crd":"139610","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3240110","suffix":null,"lastName":"SANCHEZ-CIFUENTES","firstName":"AMAURY","middleName":null}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-19","regulatoryAum":123807503,"clients":113,"employees":5,"offices":2},{"filedOn":"2022-04-05","regulatoryAum":159954308,"clients":108,"employees":5,"offices":2},{"filedOn":"2023-03-22","regulatoryAum":131877929,"clients":93,"employees":3,"offices":2},{"filedOn":"2024-03-12","regulatoryAum":121137652,"clients":95,"employees":3,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":141226473,"clients":110,"employees":2,"offices":1},{"filedOn":"2026-06-23","regulatoryAum":173094626,"clients":102,"employees":2,"offices":1}],"secFileNumber":"801-116707","legalName":"Cifuentes Wealth Partners, LLC","displayName":"Cifuentes Wealth Partners","slug":"cifuentes-wealth-partners-139610","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/azzendo/","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3878 Sheridan Street, Suite A","city":"Hollywood","state":"FL","stateName":"Florida","country":"United States","postalCode":"33021"},"tradeNames":["Azzendo Wealth Advisors","Cifuentes Wealth Management","Cifuentes Wealth Partners","Cifuentes Wealth Partners LLC"],"registration":{"secApproved":"30 May 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1697006.137254902,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":173094626,"discretionary":149666126,"discretionaryAccounts":291,"nonDiscretionary":23428500,"nonDiscretionaryAccounts":22,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":52,"regulatoryAum":18507116},{"label":"High-net-worth individuals","clients":50,"regulatoryAum":154587510}],"feePrograms":[{"role":"other","program":"Estate Planning","summary":"Estate planning services provided through Wealth.com are charged a fee of up to $500, set in a separate engagement letter.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049191","versionId":1049191,"submittedOn":"2026-06-23","documentName":"BLUEKEY WEALTH ADVISORS, LLC FORM ADV PART 2A BROCHURE"},{"role":"other","program":"Financial Planning and Consulting","summary":"Broad-based planning is a fixed fee of $7,500 to $25,000; hourly planning and consulting add-on services are $750 an hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049191","versionId":1049191,"submittedOn":"2026-06-23","documentName":"BLUEKEY WEALTH ADVISORS, LLC FORM ADV PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T13:25:02.148149+00:00","documents":[{"name":"BLUEKEY WEALTH ADVISORS, LLC FORM ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049191","versionId":1049191,"submittedOn":"2026-06-23"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":146059963}],"custodyNote":"Cifuentes Wealth Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Amaury Sanchez-Cifuentes","title":"Managing Member/CCO","crd":"3240110"}],"ownership":[{"label":"Amaury Sanchez-Cifuentes","detail":"Managing member/cco in the 75% or more ownership band and a control person, since November 2005."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"3878 Sheridan Street, Suite A","city":"Hollywood","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"954-986-0633","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":8},{"label":"U.S. government/agency bonds","percent":12},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":76},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"23 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/139610/PDF/139610.pdf","brochureDate":"23 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049191","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Cifuentes Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cifuentes Wealth Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Cifuentes Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cifuentes Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cifuentes Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cifuentes Wealth Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cifuentes Wealth Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Cifuentes Wealth Partners?","answer":"Cifuentes Wealth Partners’ main office is at 3878 Sheridan Street, Suite A, Hollywood, FL 33021. Its phone number is 954-986-0633.","source":"Form ADV Part 1A, Item 1.F, filed 23 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}