This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$547MItem 5.F on the latest filing (2026-06-05); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$542M

Private client RAUM

$490MderivedItem 5.D individuals plus high net worth individuals

Private client share

90%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$91.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

6

Offices

1Schedule D 1.F, beyond the principal office

Accounts

952

Individual clients

487

High net worth clients

10

SEC number

801-135319

CRD

333645

Filings on the tape

4

First filed

Feb 13, 2026

Latest filed

Jun 5, 2026

Organised

Corporation, CA

Website

jetwealthadvisors.com

• Occurred

  Apr 6, 2026
  Team lift-out

  5 advisors left Wells Fargo Advisors (LA Jolla, CA) for Jet Wealth Advisors within 10 days

  Form ADVobserved 5 days ago
  5 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3bf1fd23-c3fb-7598-05ee-c2190dcff5c7

First observed

Feb 13, 2026

Last observed

Jun 5, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.