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AZALEA WEALTH MANAGEMENT LLC

Advisory

IL

Data as of Oct 14, 2025 · Source: SEC Form ADV

Rank in IL
#1,478
of 1,719 advisers by AUM
Average account
$197K
across 75 accounts
AUM per adviser
$15M
1 adviser

Source: SEC Form ADV. Figures as filed Oct 14, 2025.

Total AUM
$15M
Discretionary %
100%
Clients
35
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$15M
Discretionary AUM$15M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients35
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

OMNIDIVITIA WEALTH MANAGEMENT, INC.
$15M
SWARTZ ADVISORY LLC
$15M
PROSPERO CAPITAL MANAGEMENT,LLC
CHICAGO, IL
$15M
-47.6% 1Y
HAZEL RIDGE ADVISORS, LLC
$15M
ROYALTY WEALTH MANAGEMENT, INC.
$15M
BRIDGFORD WEALTH ADVISORY, LLC
ROCK ISLAND, IL
$15M

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