CRD: 333645
JET Wealth Advisors
$546.5M Total AUM
$541.5M Disc. AUM
-- 3Y CAGR
8 Employees
556 ADV. Clients
0 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2025
- Office Locations
- 2
Office Locations
4275 Executive Square Drive Suite 1030 LA Jolla CA
-- Scottdale AZ
About JET Wealth Advisors
JET Wealth Advisors is a LA Jolla-based RIA with 2 offices. The firm has been operating for 0 years. Managing $546.5M in total assets under management, with 6 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$91.1M AVG AUM / ADVISOR
$983.0K AVG AUM / CLIENT
0.4 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JOHN PHILIP TOMAN JR
PARTNER
- CRD
- #2386327
- Ownership
- 75% or more
Available
Available
Available
M
MATTHEW PAUL MURRAY
Chief Compliance Officer
- CRD
- #6006996
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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GABRIELA DE QUADROS RIBAS
Financial Advisor
- CRD
- #7862336
Available
Available
Available
RENEE HALSCH
--
- CRD
- #1141737
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $541,543,000 | $573,061 |
| Non-Discretionary | $5,000,000 | $714,286 |
| Total | $546,543,000 | $574,100 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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