JET Stream Wealth Management

Overview

JET Stream Wealth Management is a single-owner limited liability advisory firm focused on financial planning and portfolio management for individuals and small businesses. The firm operates as a small, fee-based practice that combines percentage-of-AUM billing with hourly and fixed-fee engagements. Its reported investment posture favors publicly traded equities and exchange-traded products, with a supplemental use of mutual funds and selective allocations to real estate-related alternatives (including REITs). The adviser is not positioned as an ESG investor, does not operate as a multi-state adviser, and does not present itself as a pension consultant or a separate capital allocator. Strategy and execution appear to be implemented through a full-service brokerage/custody platform that supports direct trading of equities and ETFs. Given the tiny scale of reported assets, the firm’s activity profile is consistent with a boutique or early-stage advisory practice operating a small number of discrete accounts rather than a broad retail footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices