Jazz Wealth Managers, Inc.
CRD 282807SEC# 801-113840Largo, FL
No longer SEC-registered. Jazz Wealth Managers, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$462.2M
Employees
9
Accounts
5,279
Location
Largo, FL
Jazz Wealth Managers, Inc. assets under management
Jazz Wealth Managers, Inc. is a registered investment adviser overseen by the SEC based in Largo, FL. It reports $462.2 million in regulatory assets under management and employs 9 people.
Jazz Wealth Managers, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Blane Pugh Control | Chief Technical Officer | 10-25% | 2019 |
| Douglas James McKay Control | Chief Operations Officer | 5-10% | 2022 |
| Dustin Ray Tibbitts Control | President/Chief Compliance Officer/Chief Investment Officer | 50-75% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Jazz Wealth Managers, Inc. manage?
Jazz Wealth Managers, Inc. reports $462.2 million in regulatory assets under management on its Form ADV.
How many employees does Jazz Wealth Managers, Inc. have?
Jazz Wealth Managers, Inc. reports 9 employees.
Where is Jazz Wealth Managers, Inc. located?
Jazz Wealth Managers, Inc. is based in Largo, FL.
Does Jazz Wealth Managers, Inc. disclose fund performance?
Jazz Wealth Managers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2300 Tall Pines Dr. #126, Largo, FL 33771 |
| Office hours | 9a.m.-5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$462.2M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$462.2Mregulatory AUM
Discretionary $462.2M