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JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
CRD 155392File 801-132626
APPROVED
Retail clients
Disclosure events
Filing as of Jul 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$161.7M
Bottom 25% of cohort (national)
Discretionary AUM
$65.6M
Non-discretionary $96.1M
Clients
367
367 accounts
Employees
15
Bottom 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 30, 2025
- Principal office
- 30B VREELAND ROAD, SUITE 210, FLORHAM PARK, NJ, 07932
- Phone
- 888-467-3636
- Website
- HTTP://jeffreymatthews.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $161.7M
- Discretionary AUM
- $65.6M
- Non-discretionary AUM
- $96.1M
- Discretionary accounts
- 234
- Non-discretionary accounts
- 133
- Total accounts
- 367
- AUM per client
- $441K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $878K |
| Charitable organizations | 7 | $8.8M |
| High net worth individuals | 94 | $105.7M |
| Individuals (other than high net worth individuals) | 258 | $46.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2026 | Employees | 16 | 14 | decreased by2 |
| Apr 1, 2026 | Clients | 360 | 367 | increased by7 |
| Apr 1, 2026 | AUM | $127,200,152 | $161,681,168 | increased by$34,481,016 |
| Apr 1, 2026 | Accounts | 360 | 367 | increased by7 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JEFFREY MATTHEWS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JEFFREY MATTHEWS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.