JAZZ WEALTH MANAGERS, INC.
  • JAZZ WEALTH MANAGERS, INC.
  • TIBBITTS, DUSTIN RAY

Adviser Profile

As of Date 06/03/2026
Registration status Terminated
ADV Location LARGO, FL, United States
Contact Info 727 xxxxxxx
Websites
AUM* 462,179,105 3%
of that, discretionary 462,179,105 3%
Number of Employees 9
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 87,551 -3%
% High Net Worth 1.16% 39%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

462M 396M 330M 264M 198M 132M 66M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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