JAZZ WEALTH MANAGERS, INC.
Adviser information for JAZZ WEALTH MANAGERS, INC. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 8,759 | $363.4M |
| Non-Discretionary | 0 | $0 |
| Total | 8,759 | $363.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 3,878 | $363.4M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsEducational seminars/workshopsRESEARCH WEBSITE |
|---|---|
| Compensation | % of AUMMONTHLY SUBSCRIPTION FEE FOR RESEARCH WEBSITE;ANNUAL MINIMUM FEE |
Identifiers
| SEC RIA File Number | 801-113840 |
|---|---|
| SEC ERA File Number | 801-113840 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282807 |
| Legal Entity Identifier | None |
Principal Office
2300 TALL PINES DR. #126LARGO
FL
United States
BY APPT ONLY, 9AM-5PM
Tel: 727.492.0314, Fax: None
Chief Compliance Officer
DUSTIN TIBBITTS
PRESIDENT, CHIEF INVESTMENT OFFICER
2300 TALL PINES DR. #126
LARGO
FL
United States
Tel:
727.492.0314
D*****@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TIBBITTS, DUSTIN, RAY | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | 01/2016 | > 75% |
| POWELL, ERIC, WAYNE | Individual | – | FINANCIAL ADVISOR | 06/2023 | 5-10% |
| McKay, Douglas, James | Individual | – | CHIEF OPERATIONS OFFICER | 05/2022 | 5-10% |
| Pugh, Charles, Blane | Individual | – | CHIEF TECHNICAL OFFICER | 02/2019 | 10-25% |