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| JET Wealth Advisors
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|
|---|---|
| CRD # | 333645 |
| SEC # | 801-135319 |
| CIK # | |
| AUM | $546.5 M (2026-06-05) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 858-457-1003 |
| Address | 4275 Executive Square Drive La Jolla, CA 92037 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 487 | 351.2 |
| (b) Individuals (high net worth individuals) | 10 | 139.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 48.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 7.9 |
| (n) Other | 0 | 0.0 |
| Total | 952 | 546.5 |
| By Discretionary | ||
| Discretionary | 945 | 541.5 |
| Non-Discretionary | 7 | 5.0 |
| Total | 952 | 546.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 546.5 | |
| Total | 952 | 546.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brogan Financial Inc
✚
|
TN | 0.6 |
|
SGH Wealth Management
✚
|
MI | 0.6 |
|
F&V Capital Management LLC
✚
|
FL | 0.6 |
|
Tolsma Investments LLC
✚
|
0.6 | |
|
NCM Capital Management LLC
✚
|
NJ | 0.5 |
|
Benedict Financial Advisors Inc
✚
|
GA | 0.5 |
|
SOWA Financial Group Inc
✚
|
RI | 0.5 |
|
Prudent Investors Network Inc
✚
|
CA | 0.5 |
|
Taylor & Morgan Wealth Management LLC
✚
|
MI | 0.5 |
|
Shoker Investment Counsel Inc
✚
|
0.5 |