AZALEA WEALTH MANAGEMENT LLC

AZALEA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 307567). Regulatory assets under management: $14.8M.

Registration

• CRD: 307567
• Type: Registered investment adviser
• Phone: 630-664-5390
• Latest filing: 2025-10-14
• Regulatory AUM: $14.8M
• Discretionary AUM: $14.8M
• Clients: 1
• Accounts: 75

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 307567 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search