JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
CRD #155392 SEC #801-132626 FLORHAM PARK, NJ 888-467-3636
SEC Registered Disclosures
Total AUM
$127.2M
Discretionary
$57.6M
Employees
16
Clients
0
Accounts
360
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $127.2M | $57.6M | $69.6M | 16 | 0 |
| May 2018 | $43.4M | $17.8M | $25.6M | 9 | 0 |
| May 2018 | $43.4M | $17.8M | $25.6M | 9 | 0 |
| Apr 2018 | $43.4M | $17.8M | $25.6M | 9 | 0 |
| Mar 2018 | $43.4M | $17.8M | $25.6M | 9 | 0 |
| Mar 2017 | $33.2M | $10.4M | $22.8M | 11 | 26 |
| Mar 2017 | $28M | $6.9M | $21M | 10 | 26 |
| Mar 2017 | $28M | $6.9M | $21M | 10 | 26 |
| Mar 2017 | $28M | $6.9M | $21M | 10 | 26 |
| Mar 2017 | $28M | $6.9M | $21M | 10 | 26 |
| Feb 2017 | $28M | $6.9M | $21M | 10 | 26 |
| Feb 2017 | $28M | $6.9M | $21M | 10 | 26 |
DateMar 2025
Total AUM$127.2M
Discretionary$57.6M
Non-Disc.$69.6M
Employees16
Clients0
DateMay 2018
Total AUM$43.4M
Discretionary$17.8M
Non-Disc.$25.6M
Employees9
Clients0
DateMay 2018
Total AUM$43.4M
Discretionary$17.8M
Non-Disc.$25.6M
Employees9
Clients0
DateApr 2018
Total AUM$43.4M
Discretionary$17.8M
Non-Disc.$25.6M
Employees9
Clients0
DateMar 2018
Total AUM$43.4M
Discretionary$17.8M
Non-Disc.$25.6M
Employees9
Clients0
DateMar 2017
Total AUM$33.2M
Discretionary$10.4M
Non-Disc.$22.8M
Employees11
Clients26
DateMar 2017
Total AUM$28M
Discretionary$6.9M
Non-Disc.$21M
Employees10
Clients26
DateMar 2017
Total AUM$28M
Discretionary$6.9M
Non-Disc.$21M
Employees10
Clients26
DateMar 2017
Total AUM$28M
Discretionary$6.9M
Non-Disc.$21M
Employees10
Clients26
DateMar 2017
Total AUM$28M
Discretionary$6.9M
Non-Disc.$21M
Employees10
Clients26
DateFeb 2017
Total AUM$28M
Discretionary$6.9M
Non-Disc.$21M
Employees10
Clients26
DateFeb 2017
Total AUM$28M
Discretionary$6.9M
Non-Disc.$21M
Employees10
Clients26