Catherina Pareto
Azzendo Wealth Advisors · Coral Gables, Florida
Catherina Pareto is a fee-only financial advisor at Azzendo Wealth Advisors in Coral Gables, Florida, who holds the CFP credential. Azzendo Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Azzendo Wealth Advisors |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $300.1M across 642 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 4623442 |
| Exams passed | Series 65 (2003) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cathypareto.com |
| Profile |
How Catherina's firm compares
- Azzendo Wealth Advisors's average account is about $467,000, from its Form ADV (assets managed divided by 642 accounts).
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Questions about Catherina
Is Catherina Pareto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Catherina holds no broker registration, and Azzendo Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Catherina charge for financial advice?
Catherina's firm, Azzendo Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Catherina Pareto based?
Catherina Pareto is based in Coral Gables, Florida.
What credentials does Catherina Pareto hold?
Catherina Pareto holds the CFP credential.
Is Catherina Pareto registered with the SEC?
Yes. Catherina Pareto is registered as an investment adviser representative in FL and TX (CRD 4623442), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Azzendo Wealth Advisors manage?
Azzendo Wealth Advisors reports $300.1M across 642 accounts in assets under management.
How do I contact Catherina Pareto?
Through Catherina's website, www.cathypareto.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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