JET WEALTH ADVISORS

JET WEALTH ADVISORS of LA JOLLA, CA is an SEC-registered investment adviser (CRD 333645). Regulatory assets under management: $546.5M.

Registration

• CRD: 333645
• SEC file number: 801-135319
• Type: Registered investment adviser
• Location: 4275 EXECUTIVE SQUARE DRIVE, SUITE 1030, LA JOLLA, CA, 92037
• Phone: 858-457-1003
• Latest filing: 2026-06-05
• Regulatory AUM: $546.5M
• Discretionary AUM: $541.5M
• Non-discretionary AUM: $5.0M
• Clients: 8
• Accounts: 952

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Corporations.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333645 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search