← Back to searchVisit website
JET WEALTH ADVISORS
CRD 333645 · SEC 801-135319
4275 EXECUTIVE SQUARE DRIVE, SUITE 1030, LA JOLLA, CA, 92037, United States
Phone
858-457-1003
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$546.5M
Discretionary AUM
$541.5M
Team
8 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 487 | $351.2M |
| High net worth individuals | 10 | $139.0M |
| Pension/profit sharing plans | 46 | $48.4M |
| Corporations/business entities | 13 | $7.9M |
States served
AZ, CA, CO, IL, IN, MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD