AdvisorCensus / Financial advisors / California / San Diego / Jet Wealth Advisors
Jet Wealth Advisors is an SEC-registered investment advisory firm in La Jolla, CA, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 5, 2026.
Quick answers
From the filingHow is Jet Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Jet Wealth Advisors reports these compensation arrangements: a percentage of assets under its management.
Where is Jet Wealth Advisors located?
Jet Wealth Advisors' principal office is in La Jolla, CA, according to its Form ADV.
Is Jet Wealth Advisors registered with the SEC or a state?
Jet Wealth Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 333645.
How much does Jet Wealth Advisors manage?
Jet Wealth Advisors reports $546,543,000 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (99% discretionary).
What types of clients does Jet Wealth Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (487); pension and profit sharing plans (but not the plan participants or government pension plans) (46); corporations or other businesses not listed above (13).
Which custodians does Jet Wealth Advisors use?
Jet Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Jet Wealth Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333645
Does Jet Wealth Advisors state an account minimum?
Its Form ADV Part 2A brochure dated June 5, 2026 says: "Our typical minimum advisory relationship size is $1,000,000 in assets under management. We may, in our sole discretion, waive or lower this minimum, or aggregate related household accounts to meet the minimum."
What changed in Jet Wealth Advisors' recent Form ADV filings?
In the July 2026 filing data: Regulatory assets under management went from $0 to $546,543,000. Registered or notice-filed in CO, FL, IL, IN, MI, TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Our typical minimum advisory relationship size is $1,000,000 in assets under management. We may, in our sole discretion, waive or lower this minimum, or aggregate related household accounts to meet the minimum.
As stated in the firm's Form ADV Part 2A brochure dated June 5, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$546,543,000 as of October 2026, filing dated June 5, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 8. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- July 2026
- Regulatory assets under management went from $0 to $546,543,000.
- Registered or notice-filed in CO, FL, IL, IN, MI, TX.
- April 2026
- Employees performing advisory functions went from 4 to 6.
- No longer lists an office in Scottsdale, AZ.
- March 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Jet Wealth Advisors (CRD 333645): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/jet-wealth-advisors-la-jolla-ca-333645