# 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.

- CRD: 333645
- Filed as: JET WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: La Jolla, CA
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333645
- AdvisorCensus page: https://advisorcensus.com/firm/jet-wealth-advisors-la-jolla-ca-333645

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 5, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $546,543,000
- Discretionary: $541,543,000
- Non-discretionary: $5,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 487 | $351,249,862 |
| High net worth individuals | 10 | $138,991,138 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 46 | $48,414,000 |
| Corporations or other businesses not listed above | 13 | $7,888,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2026 (0 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, IN, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jetwealthadvisors.com/index.htm

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jet Wealth Advisors (CRD 333645): Form ADV filing data as of October 2026.