SourcingSourcing

JET WEALTH ADVISORS

C37
CRD 333645·SEC 801-135319·LA JOLLA, CA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JET WEALTH ADVISORS
CRD
333645
SEC file #
801-135319
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
—
Primary office
LA JOLLA CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicals
Fee basis
% of AUM

Filings

Latest ADV filing
04/06/2026
ADV-W filed at
—
Website
jetwealthadvisors.com/index.htm

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TOMAN, JOHN, PHILIP
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
TOMAN, JOHN, PHILIP
MURRAY, MATTHEW, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JETWEALTHADVISORS.COM
Rdap Domain Creation Date
2013-08-13T17:19:59Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5249
Soi Zip Pct 200k Plus
0.3223
Soi Zip Returns 200k Plus
6,160
Soi Zip Total AGI
6,506,370
Fdic Zip Total Deposits
156,734,640,000
Fdic Zip Branch Count
872
Fdic Zip Top Banks
Silvergate Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaLA Jolla, CA
First Interstate Bank of CaliforniaLA Jolla, CA
Fdic Zip HHI
944.61
Fdic Zip Top Bank Share Pct
21.98
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-13T17:19:59Z
Rdap Domain Last Changed
2025-07-15T13:17:32Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI35,961
Returns3,250
Stub 2
AGI80,761
Returns2,200
Stub 3
AGI123,058
Returns1,980
Soi Zip Total Business Income
193,115
Soi Zip Total Cap Gains
1,436,456
Soi Zip Total Dividends
503,672
Soi Zip Total Returns
19,110
Top Owner CRD
2386327
Trust Company Affiliate
No

People (7)

7
TOMAN, JOHN, PHILIP
IAR · Direct Owner · 87.5%
2386327
MATTHEW PAUL MURRAY
Executive Officer · 2.5%
6006996
JOHANNA ALEXANDRIA TOMAN
IAR
5120277
MICHAEL DAVID HESSION
IAR
6342854
GABRIELA DE QUADROS RIBAS
IAR
7862336
JEFFREY LAWRENCE WALTERS
IAR
6329271
RENEE HALSCH
IAR
1141737