JTNC Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
JTNC Wealth Advisors is a state-registered investment adviser that offers discretionary investment management through separately managed accounts to high‑net‑worth individuals, corporations, trusts, foundations and other entities. The firm describes a process of establishing client objectives, executing trades on behalf of SMAs, and providing periodic portfolio reviews and custodian reporting.
The firm’s investment approach centers on two fully automated, negatively correlated quantitative strategies: a relative‑value equity pair‑trading system and a trend‑following futures/commodities strategy run across multiple models. Both strategies are short‑term in orientation (strategy software makes trading decisions in less than one week) and use volatility‑adjusted position sizing, dynamic exit rules, and automated monitoring and execution infrastructure.
JTNC discloses that it uses performance‑based compensation with a high‑watermark and may negotiate sideletters, and its materials note predecessor performance — a disclosure practice that is uncommon among peers. The brochure also notes that, as of August 8, 2023, the firm reported no assets under management while operating a compact, technology‑intensive platform reliant on a small management team and co‑located execution systems, which is atypical for similarly registered managers.
Client services
Portfolio management
Expertise
Active portfolio management
Private / alternative investments
Fee options
2% annually
Performance-based fees calculated quarterly with a high-water mark; details in brochure
Account minimum: $500,000 Minimum fee: Minimum quarterly fee (specific amount not stated)
Main office location
JTNC Wealth Advisors LLC
Mesa AZ, United States
Number of offices
1
Most active in
JTNC Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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