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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Jeffrey Matthews Wealth Management LLC
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|---|---|
| CRD # | 155392 |
| SEC # | 801-132626 |
| CIK # | |
| AUM | $127.2 M (2025-03-31) |
| Employees | 16 (100% Investors, 100% Brokers) |
| Phone | 888-467-3636 |
| Address | 30B Vreeland Road Florham Park, NJ 07932 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 55.6 |
| (b) Individuals (high net worth individuals) | 72 | 59.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 8.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 360 | 127.2 |
| By Discretionary | ||
| Discretionary | 220 | 57.6 |
| Non-Discretionary | 140 | 69.6 |
| Total | 360 | 127.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.2 | |
| Total | 360 | 127.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ethos Capital Management Inc
✚
|
PA | 0.1 |
|
Hoya Capital Real Estate LLC
✚
|
CT | 0.1 |
|
Black Barn Financial LLC
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|
TX | 0.1 |
|
Navigation Wealth Management Inc
✚
|
CO | 0.1 |
|
Madrid Wealth Management LLC
✚
|
NM | 0.1 |
|
Campbell Asset Management LLC
✚
|
TN | 0.1 |
|
Diversified Asset Management Inc
✚
|
CO | 0.1 |
|
Guncheon Financial LLC
✚
|
0.1 | |
|
ELE Advisory Services Inc
✚
|
MI | 0.1 |
|
Schmitz Capital Partners LLC
✚
|
CA | 0.1 |