MATTHEW JAMES TAX & WEALTH MANAGEMENT L.L.C.
SEC Form ADV profile.
Total regulatory AUM
$0
Discretionary
$0
Non-discretionary
$0
Firm details
- CRD number
- 344272
- SEC file number
- 801-137493
- Main office
- LAFAYETTE, LA, United States
- Employees
- 7
- SEC status
- 120-Day Approval
- Website
- https://www.matthewjames.com
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.