Investment adviser · CRD 155392

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

FLORHAM PARK, NJ, United States · Form ADV filed Jul 28, 2026

Regulatory AUM
$162M
Form ADV · Item 5.F
Client accounts
367
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
15
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals94$105,742,18565.4%
Individuals258$46,299,75628.6%
Charities7$8,761,5195.4%
Corporations & businesses8$877,7080.5%
Filing source

Form ADV 2122484 · Jul 28, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 28, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

30B VREELAND ROAD, SUITE 210
FLORHAM PARK, NJ, 07932, United States

CRD 155392

Filing source

Form ADV 2122484 · Jul 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.