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| Keyboard |
| Jazz Wealth Managers Inc
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|---|---|
| CRD # | 282807 |
| SEC # | 801-113840 |
| CIK # | |
| AUM | 462.2 M (2026-03-12) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 727-492-0314 |
| Address | 2300 Tall Pines Dr 126 Largo, FL 33771 |
| Source | [IAPD] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,145 | 402.6 |
| (b) Individuals (high net worth individuals) | 37 | 59.5 |
| (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 | 5,279 | 462.2 |
| By Discretionary | ||
| Discretionary | 5,279 | 462.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,279 | 462.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 462.2 | |
| Total | 5,279 | 462.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
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Harmony Asset Management LLC
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NIA Impact Advisors LLC
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459.0 M | |
|
Retirement Consulting Group Inc
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OR | 457.0 M |
|
Five Oceans Advisors LLC
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|
SBE LLC DBA Cedar Cove Wealth Partners
✚
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