JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$161,681,168
Discretionary
$65,552,904
Non-discretionary
$96,128,264
Firm details
- CRD number
- 155392
- SEC file number
- 801-132626
- Main office
- FLORHAM PARK, NJ, United States
- Employees
- 15
- SEC status
- Approved
- Website
- HTTP://jeffreymatthews.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.