JAZZ WEALTH MANAGERS, INC.
CRD #282807 SEC #801-113840 LARGO, FL 727.492.0314
SEC Registered
Total AUM
$450.7M
Discretionary
$450.7M
Employees
9
Clients
--
Accounts
4,993
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $450.7M | $450.7M | $0 | 9 | 0 |
| Mar 2025 | $450.7M | $450.7M | $0 | 9 | 0 |
| Nov 2024 | $363.4M | $363.4M | $0 | 9 | 0 |
| Mar 2024 | $363.4M | $363.4M | $0 | 9 | 0 |
| Mar 2024 | $363.4M | $363.4M | $0 | 9 | 0 |
| Feb 2024 | $363.4M | $363.4M | $0 | 9 | 0 |
| Sep 2023 | $254M | $254M | $0 | 7 | 0 |
| Jun 2023 | $254M | $254M | $0 | 7 | 0 |
| Feb 2023 | $254M | $254M | $0 | 7 | 0 |
| Mar 2022 | $191M | $191M | $0 | 7 | 0 |
| Mar 2022 | $116.6M | $116.6M | $0 | 4 | 0 |
| Oct 2021 | $116.6M | $116.6M | $0 | 4 | 0 |
| Apr 2021 | $116.6M | $116.6M | $0 | 4 | 0 |
| Mar 2021 | $102.7M | $102.7M | $0 | 4 | 0 |
| Jul 2020 | $50.2M | $50.2M | $0 | 4 | 0 |
| Jun 2020 | $50.2M | $50.2M | $0 | 4 | 0 |
| May 2020 | $40.1M | $40.1M | $0 | 1 | 0 |
| Feb 2020 | $40.1M | $40.1M | $0 | 1 | 0 |
| Jul 2019 | $20.3M | $20.3M | $0 | 1 | 0 |
| Feb 2019 | $10.2M | $10.2M | $0 | 1 | 1,350 |
| Nov 2018 | $1.1M | $1.1M | $0 | 1 | 0 |
| Sep 2018 | $1.1M | $1.1M | $0 | 1 | 0 |
| Jul 2018 | $1.1M | $1.1M | $0 | 1 | 0 |
DateMay 2025
Total AUM$450.7M
Discretionary$450.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$450.7M
Discretionary$450.7M
Non-Disc.$0
Employees9
Clients0
DateNov 2024
Total AUM$363.4M
Discretionary$363.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$363.4M
Discretionary$363.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$363.4M
Discretionary$363.4M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$363.4M
Discretionary$363.4M
Non-Disc.$0
Employees9
Clients0
DateSep 2023
Total AUM$254M
Discretionary$254M
Non-Disc.$0
Employees7
Clients0
DateJun 2023
Total AUM$254M
Discretionary$254M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$254M
Discretionary$254M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees1
Clients0
DateJul 2019
Total AUM$20.3M
Discretionary$20.3M
Non-Disc.$0
Employees1
Clients0
DateFeb 2019
Total AUM$10.2M
Discretionary$10.2M
Non-Disc.$0
Employees1
Clients1,350
DateNov 2018
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees1
Clients0
DateSep 2018
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees1
Clients0
DateJul 2018
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees1
Clients0