Jet Wealth Advisors
● SEC registered since 2026CRD 333645SEC# 801-135319La Jolla, CA
Reg. AUM
$546.5M
Employees
8
Accounts
952
Location
La Jolla, CA
Jet Wealth Advisors assets under management
Jet Wealth Advisors is an investment advisory firm registered with the SEC based in La Jolla, CA. The firm has been registered since 2026. It reports $546.5 million in regulatory assets under management and employs 8 people.
Jet Wealth Advisors owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Philip Toman Control | Partner | Over 75% | 2013 |
| Matthew Paul Murray | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Jet Wealth Advisors manage?
Jet Wealth Advisors reports $546.5 million in regulatory assets under management on its Form ADV.
How many employees does Jet Wealth Advisors have?
Jet Wealth Advisors reports 8 employees.
Where is Jet Wealth Advisors located?
Jet Wealth Advisors is based in La Jolla, CA and has been SEC-registered since 2026.
Does Jet Wealth Advisors disclose fund performance?
Jet Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4275 Executive Square Drive, Suite 1030, La Jolla, CA 92037 |
| Phone | 858-457-1003 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$546.5Mregulatory AUM
Discretionary $541.5MNon-discretionary $5M