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Jet Wealth Advisors

● SEC registered since 2026CRD 333645SEC# 801-135319La Jolla, CA
Export (members)
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.
www.jetwealthadvisors.com/index.htmView on SEC.gov ↗

Jet Wealth Advisors owners & executives

2 reported
NameTitleOwnershipSince
John Philip Toman ControlPartnerOver 75%2013
Matthew Paul MurrayChief Compliance OfficerUnder 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

Address4275 Executive Square Drive, Suite 1030, La Jolla, CA 92037
Phone858-457-1003
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$541.5M
Non-discretionary$5M
Total (RAUM)$546.5M