AZIMUTH WEALTH ADVISORS

AZIMUTH WEALTH ADVISORS of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 290050). Regulatory assets under management: $40.2M.

Registration

• CRD: 290050
• Type: Registered investment adviser
• Location: 12636 HIGH BLUFF DRIVE, SAN DIEGO, CA, 92130
• Phone: 858-225-8210
• Latest filing: 2026-02-12
• Regulatory AUM: $40.2M
• Discretionary AUM: $40.2M
• Clients: 2
• Accounts: 99

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290050 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search