Jazz Wealth Managers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Largo, FL. Its latest Form ADV filing, dated March 12, 2026, reports $462M in regulatory assets under management, 9 employees, and 5,279 accounts.
Assets Under Management
$462M
Employees
9
Offices
--
Total Clients
3,182
Primary office
LARGO, FL
2300 TALL PINES DR. #126, LARGO, FL, United States
Top client segmentIndividuals represent 98.8% of total clients.
Top client categories% of clientsClients
1
Individuals
98.8%
3,145
2
HNWI
1.2%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$462Mas of March 12, 2026
Discretionary100.0%
$462M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$462M
Total Accounts5,279
10Y AUM Change+$461M (+43575.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee354:1
10Y Employee Change+8 (+800.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.