|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Jazz Wealth Managers Inc
✚
|
|
|---|---|
| CRD # | 282807 |
| SEC # | 801-113840 |
| CIK # | |
| AUM | $450.7 M (2025-05-07) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 727-492-0314 |
| Address | 2300 Tall Pines Dr 126 Largo, FL 33771 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,311 | 408.7 |
| (b) Individuals (high net worth individuals) | 28 | 42.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,993 | 450.7 |
| By Discretionary | ||
| Discretionary | 4,993 | 450.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,993 | 450.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 450.7 | |
| Total | 4,993 | 450.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Persium Advisors LLC
✚
|
GA | 0.5 |
|
Clark Financial Services Group Inc
✚
|
MO | 0.5 |
|
Brueske Advisory Services LLC
✚
|
WA | 0.5 |
|
Aspire Private Capital LLC
✚
|
NC | 0.5 |
|
Perceptive Edge Investment Management Inc
✚
|
MN | 0.5 |
|
Wealth Advisors of Iowa LLC
✚
|
IA | 0.5 |
|
Atticus Wealth Management LLC
✚
|
FL | 0.4 |
|
Ifrah Financial Services Inc
✚
|
AR | 0.4 |
|
Rosecap Investment Advisors LLC
✚
|
CO | 0.4 |
|
Granite Bay Wealth Management LLC
✚
|
NH | 0.4 |