Overview
Assets Under Management: $162 million
Headquarters: FLORHAM PARK, NJ
High-Net-Worth Clients: 94
Average Client Assets: $1.1 million
Frequently Asked Questions
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155392), JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC is headquartered in FLORHAM PARK, NJ.
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC serves 94 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC manages $162 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.40%
Average Client Assets: $1.1 million
Total Client Accounts: 367
Discretionary Accounts: 234
Non-Discretionary Accounts: 133
Regulatory Filings
CRD Number: 155392
Filing ID: 2084987
Last Filing Date: 2026-03-30 10:28:22