Investment adviser · CRD 344272

MATTHEW JAMES TAX & WEALTH MANAGEMENT L.L.C.

Investment adviser filing (IA)

LAFAYETTE, LA, United States · Form ADV filed Sep 18, 2026

Employees
7
Reported in this filing
Advisory professionals
2
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

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: Sep 18, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

1011 COOLIDGE BLVD.
LAFAYETTE, LA, 70503, United States

CRD 344272

Filing source

Form ADV 2133499 · Sep 18, 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.