FLORHAM PARK, NJCRD 155392Latest ADV March 30, 2026
Jeffrey Matthews Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Florham Park, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $162M in regulatory assets under management, 14 employees, 5 offices, and 367 accounts.
Assets Under Management
$162M
Employees
14
Offices
5 offices
Total Clients
367
Primary office
FLORHAM PARK, NJ
30B VREELAND ROAD, SUITE 210, FLORHAM PARK, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.3% of total clients.
Top client categories% of clientsClients
1
Individuals
70.3%
258
2
HNWI
25.6%
94
3
Corporations
2.2%
8
4
Charitable
1.9%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$162Mas of March 30, 2026
Discretionary40.5%
$66M
41% of total RAUM40.5%
Non-discretionary59.5%
$96M
59% of total RAUM59.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$162M
Total Accounts367
10Y AUM Change+$129M (+387.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee26:1
10Y Employee Change+3 (+27.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.