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JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
CRD 155392 · SEC 801-132626
30B VREELAND ROAD, SUITE 210, FLORHAM PARK, NJ, 07932, United States
Phone
888-467-3636
Fax
973-520-8052
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$161.7M
Discretionary AUM
$65.6M
Team
14 total employees; 14 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 258 | $46.3M |
| High net worth individuals | 94 | $105.7M |
| Charitable organizations | 7 | $8.8M |
| Corporations/business entities | 8 | $878K |
States served
AL, CO, DE, NJ, NY, NC, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD