Data / Investment advisers / California / Jet Wealth Advisors
Jet Wealth Advisors, LA Jolla, CA: $547 million AUM, SEC registered investment adviser
Jet Wealth Advisors is an SEC registered investment adviser with its main office in LA Jolla, California and reports $547 million in regulatory assets under management in its Form ADV filed June 5, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 333645
- SEC file number
- 801-135319
- SEC status
- Approved, effective February 23, 2026
- Main office
- 4275 Executive Square Drive Suite 1030, LA Jolla, CA 92037
- Phone
- (858) 457-1003
- Website
- jetwealthadvisors.com
- Regulatory AUM
- $546,543,000 in the Form ADV filed June 5, 2026
- Discretionary AUM
- $541,543,000
- Non discretionary AUM
- $5,000,000
- Accounts
- 952
- Employees
- 8, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 487 | $351.2 million |
| High net worth individuals | 10 | $139 million |
| Pension and profit sharing plans | 46 | $48.4 million |
| Corporations or other businesses | 13 | $7.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $546.5 million | June 5, 2026 |
| March 2, 2026 | Not listed | February 13, 2026 |
Other advisers in LA Jolla
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alphacore Capital LLC | LA Jolla | $12.96 billion | Not listed | adviserinfo.sec.gov |
| Stepstone Group Private Debt LLC | LA Jolla | $5.79 billion | 1 | adviserinfo.sec.gov |
| Torreyana Capital | LA Jolla | $837.4 million | 1 | adviserinfo.sec.gov |
| Frontier Global Partners LLC | LA Jolla | $713.1 million | 2 | adviserinfo.sec.gov |
| Financial Alternatives, Inc. | LA Jolla | $614.8 million | Not listed | adviserinfo.sec.gov |
| Syrios Wealth Management Group | LA Jolla | $424.6 million | Not listed | adviserinfo.sec.gov |
| Castle Coast Wealth, LLC | LA Jolla | $423.7 million | Not listed | adviserinfo.sec.gov |
| Canter Wealth | LA Jolla | $386.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in LA Jolla, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Jet Wealth Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.