← Tributary

JAZZ WEALTH MANAGERS, INC.

LARGO, FL · CRD 282807 · IAPD ↗ · 727.492.0314

$462.2MRegulatory AUM
4Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
July 2026 — JAZZ WEALTH MANAGERS, INC. (LARGO, FL) left the SEC roster (was $462.2M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
April 2025 — JAZZ WEALTH MANAGERS, INC. notice-filed in DC, ND, RI, VT, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
March 2024 — JAZZ WEALTH MANAGERS, INC. reported RAUM up 43% ($254.0M -> $363.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.