Overview
Assets Under Management: $451 million
Headquarters: LARGO, FL
High-Net-Worth Clients: 28
Average Client Assets: $1 million
Frequently Asked Questions
JAZZ WEALTH MANAGERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282807), JAZZ WEALTH MANAGERS, INC. is subject to fiduciary duty under federal law.
JAZZ WEALTH MANAGERS, INC. is headquartered in LARGO, FL.
JAZZ WEALTH MANAGERS, INC. serves 28 high-net-worth clients according to their SEC filing dated May 07, 2025. View client details ↓
According to their SEC Form ADV, JAZZ WEALTH MANAGERS, INC. offers portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
JAZZ WEALTH MANAGERS, INC. manages $451 million in client assets according to their SEC filing dated May 07, 2025.
According to their SEC Form ADV, JAZZ WEALTH MANAGERS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 9.32
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 4,993
Discretionary Accounts: 4,993
Regulatory Filings
CRD Number: 282807
Filing ID: 1987531
Last Filing Date: 2025-05-07 11:36:00
Website: https://jazzwealth.com