CATHY PARETO AND ASSOCIATES, INC.
Legal name: AZZENDO WEALTH ADVISORS
CRD #145919 SEC #801-110395 CORAL GABLES, FL 305-648-9814
SEC Registered
Total AUM
$268M
Discretionary
$256.3M
Employees
6
Clients
1
Accounts
587
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $268M | $256.3M | $11.7M | 6 | 8 |
| Feb 2025 | $268M | $256.3M | $11.7M | 6 | 8 |
| Oct 2024 | $212.5M | $212.5M | $0 | 5 | 6 |
| Feb 2024 | $212.5M | $212.5M | $0 | 5 | 6 |
| Jan 2024 | $212.5M | $212.5M | $0 | 5 | 6 |
| Aug 2023 | $197.4M | $197.4M | $0 | 6 | 11 |
| Apr 2023 | $197.4M | $197.4M | $0 | 6 | 11 |
| Feb 2023 | $197.4M | $197.4M | $0 | 6 | 11 |
| Feb 2022 | $188.5M | $188.5M | $0 | 6 | 11 |
| Feb 2022 | $188.5M | $188.5M | $0 | 6 | 11 |
| Jan 2022 | $173.9M | $173.9M | $0 | 5 | 10 |
| Oct 2021 | $173.9M | $173.9M | $0 | 5 | 10 |
| Feb 2021 | $173.9M | $173.9M | $0 | 5 | 10 |
| Aug 2020 | $147.2M | $147.2M | $0 | 4 | 11 |
| Jun 2020 | $147.2M | $147.2M | $0 | 4 | 11 |
| Apr 2020 | $147.2M | $147.2M | $0 | 4 | 11 |
| Jan 2020 | $147.2M | $147.2M | $0 | 4 | 11 |
| Jan 2019 | $122.9M | $122.9M | $0 | 4 | 8 |
| Jun 2018 | $122.3M | $122.3M | $0 | 4 | 6 |
| May 2018 | $122.3M | $122.3M | $0 | 4 | 6 |
| Feb 2018 | $122.3M | $122.3M | $0 | 4 | 6 |
| Jan 2018 | $122.3M | $122.3M | $0 | 4 | 6 |
| Jun 2017 | $103M | $103M | $0 | 6 | 143 |
| Apr 2017 | $103M | $103M | $0 | 6 | 143 |
| Apr 2017 | $103M | $103M | $0 | 6 | 143 |
| Mar 2012 | $56.4M | $56.4M | $0 | 1 | 26 |
| Mar 2012 | $56.4M | $56.4M | $0 | 1 | 26 |
| Feb 2012 | $56.4M | $56.4M | $0 | 1 | 26 |
| Jul 2011 | $46.7M | $46.7M | $0 | 5 | -- |
| Feb 2011 | $30.8M | $30.8M | $0 | 5 | -- |
| Apr 2010 | $30.8M | $30.8M | $0 | 5 | -- |
| Apr 2010 | $30.8M | $30.8M | $0 | 5 | -- |
DateOct 2025
Total AUM$268M
Discretionary$256.3M
Non-Disc.$11.7M
Employees6
Clients8
DateFeb 2025
Total AUM$268M
Discretionary$256.3M
Non-Disc.$11.7M
Employees6
Clients8
DateOct 2024
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees5
Clients6
DateFeb 2024
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees5
Clients6
DateJan 2024
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees5
Clients6
DateAug 2023
Total AUM$197.4M
Discretionary$197.4M
Non-Disc.$0
Employees6
Clients11
DateApr 2023
Total AUM$197.4M
Discretionary$197.4M
Non-Disc.$0
Employees6
Clients11
DateFeb 2023
Total AUM$197.4M
Discretionary$197.4M
Non-Disc.$0
Employees6
Clients11
DateFeb 2022
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees6
Clients11
DateFeb 2022
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees6
Clients11
DateJan 2022
Total AUM$173.9M
Discretionary$173.9M
Non-Disc.$0
Employees5
Clients10
DateOct 2021
Total AUM$173.9M
Discretionary$173.9M
Non-Disc.$0
Employees5
Clients10
DateFeb 2021
Total AUM$173.9M
Discretionary$173.9M
Non-Disc.$0
Employees5
Clients10
DateAug 2020
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees4
Clients11
DateJun 2020
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees4
Clients11
DateApr 2020
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees4
Clients11
DateJan 2020
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees4
Clients11
DateJan 2019
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees4
Clients8
DateJun 2018
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees4
Clients6
DateMay 2018
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees4
Clients6
DateFeb 2018
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees4
Clients6
DateJan 2018
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees4
Clients6
DateJun 2017
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees6
Clients143
DateApr 2017
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees6
Clients143
DateApr 2017
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees6
Clients143
DateMar 2012
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees1
Clients26
DateJul 2011
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$30.8M
Discretionary$30.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$30.8M
Discretionary$30.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$30.8M
Discretionary$30.8M
Non-Disc.$0
Employees5
Clients--