Jeffrey Matthews Wealth Management, LLC
Jeffrey Matthews Wealth Management, LLC is an SEC-registered mass-market adviser in Florham Park, NJ with $161.7M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Jeffrey Matthews Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155392, SEC 801-132626, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $161.7M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Florham Park, NJ
- Employees
- 14
- Clients
- 367
- CRD
- 155392
- Ownership
- HALPERT, JEFFREY, ROSS; PASCULLI, ANTHONY, GREGORY; FEINSTEIN, GEOFF, IRA; CUCCHIA, STEPHEN, JOHN; HYNES, EDWARD, JAMES
How much AUM does Jeffrey Matthews Wealth Management, LLC have?
Jeffrey Matthews Wealth Management, LLC reported $161.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Jeffrey Matthews Wealth Management, LLC?
Disclosed owners and executives of Jeffrey Matthews Wealth Management, LLC include HALPERT, JEFFREY, ROSS, PASCULLI, ANTHONY, GREGORY, FEINSTEIN, GEOFF, IRA, CUCCHIA, STEPHEN, JOHN, HYNES, EDWARD, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.