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| Keyboard |
| Jeffrey Matthews Wealth Management LLC
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|---|---|
| CRD # | 155392 |
| SEC # | 801-132626 |
| CIK # | |
| AUM | 161.7 M (2026-03-30) |
| Employees | 14 (100% Investors, 100% Brokers) |
| Phone | 888-467-3636 |
| Address | 30B Vreeland Road Florham Park, NJ 07932 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 258 | 46.3 |
| (b) Individuals (high net worth individuals) | 94 | 105.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 8.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 367 | 161.7 |
| By Discretionary | ||
| Discretionary | 234 | 65.6 |
| Non-Discretionary | 133 | 96.1 |
| Total | 367 | 161.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.7 | |
| Total | 367 | 161.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
| LEI | 25490086M6MGMYYVOJ50 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Collie Financial Planning Inc
✚
|
NC | 162.9 M |
|
Ballast Point Financial Planning LLC
✚
|
CA | 162.4 M |
|
Elite Wealth Management Inc
✚
|
WI | 161.4 M |
|
Pittsburgh Financial Planners Inc
✚
|
PA | 160.6 M |
|
Kelly Wealth Management Inc
✚
|
MI | 160.6 M |
|
RBF Capital Management Inc
✚
|
FL | 160.6 M |
|
Bountiful Investment Management LLC
✚
|
RI | 160.5 M |
|
WITT Financial Group LLC
✚
|
TN | 160.5 M |
|
Sherman Wealth Management LLC
✚
|
MD | 160.3 M |
|
City Center Advisors LLC
✚
|
MI | 160.2 M |