RIA Intelligence

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
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Jersey
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
5
LEI
25490086M6MGMYYVOJ50

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALMERINI, LOUIS, ACHILLEICFONA
COLARUSSO, GINNYICCONA Control
CUCCHIA, STEPHEN, JOHNICCONA Control
CUCCHIA, STEPHEN, JOHNICCONA Control
CUCCHIA, STEPHEN, JOHNICCONA Control
CUCCHIA, STEPHEN, JOHNICCONA Control
CUCCHIA, STEPHEN, JOHNICCONA Control
CUCCHIA, STEPHEN, JOHNICCONA Control
CUCCHIA, STEPHEN, JOHNICCONA Control
CUCCHIA, STEPHEN, JOHNICCONA Control
CUCCHIA, STEPHEN, JOHNICCONA Control
CUCCHIA, STEPHEN, JOHNICCONA Control
CUCCHIA, STEPHEN, JOHNICCONA Control
CUCCHIA, STEPHEN, JOHNICCONA Control
GARBUS, STEVEN, DAVIDIMEMBERNA
GARBUS, STEVEN, DAVIDIMEMBERNA
GARBUS, STEVEN, DAVIDIMEMBERNA
GARBUS, STEVEN, DAVIDIMEMBERNA
GARBUS, STEVEN, DAVIDIMEMBERNA
GARBUS, STEVEN, DAVIDIMEMBERNA
GARBUS, STEVEN, DAVIDIMEMBERNA
GARBUS, STEVEN, DAVIDIMEMBERNA
GARBUS, STEVEN, DAVIDIMEMBERNA
GARBUS, STEVEN, DAVIDIMEMBERNA
GARBUS, STEVEN, DAVIDIMEMBERNA
GARBUS, STEVEN, DAVIDIMEMBERNA
HALPERT, JEFFREY, ROSSIPRESIDENT/CEOE Control
HALPERT, JEFFREY, ROSSICEOD Control
HALPERT, JEFFREY, ROSSICEOD Control
HALPERT, JEFFREY, ROSSICEOD Control
HALPERT, JEFFREY, ROSSICEOD Control
HALPERT, JEFFREY, ROSSICEOD Control
HALPERT, JEFFREY, ROSSICEOD Control
HALPERT, JEFFREY, ROSSICEOD Control
HALPERT, JEFFREY, ROSSICEOD Control
HALPERT, JEFFREY, ROSSICEOD Control
HALPERT, JEFFREY, ROSSICEOD Control
HALPERT, JEFFREY, ROSSICEOD Control
HALPERT, JEFFREY, ROSSICEOD Control
HYNES, EDWARD, JAMESIMEMBERB
HYNES, EDWARD, JAMESIMEMBERB
HYNES, EDWARD, JAMESIMEMBERB
HYNES, EDWARD, JAMESIMEMBERB
HYNES, EDWARD, JAMESIMEMBERB
HYNES, EDWARD, JAMESIMEMBERB
HYNES, EDWARD, JAMESIMEMBERB
HYNES, EDWARD, JAMESIMEMBERB
HYNES, EDWARD, JAMESIMEMBERB
HYNES, EDWARD, JAMESIMEMBERB
HYNES, EDWARD, JAMESIMEMBERB
HYNES, EDWARD, JAMESIMEMBERB
PASCULLI, ANTHONY, GREGORYIMEMBERB
PASCULLI, ANTHONY, GREGORYIMEMBERB
PASCULLI, ANTHONY, GREGORYIMEMBERB
PASCULLI, ANTHONY, GREGORYIMEMBERB
PASCULLI, ANTHONY, GREGORYIMEMBERB
PASCULLI, ANTHONY, GREGORYIMEMBERB
PASCULLI, ANTHONY, GREGORYIMEMBERB
PASCULLI, ANTHONY, GREGORYIMEMBERB
PASCULLI, ANTHONY, GREGORYIMEMBERB
PASCULLI, ANTHONY, GREGORYIMEMBERB
PASCULLI, ANTHONY, GREGORYIMEMBERB
PASCULLI, ANTHONY, GREGORYIMEMBERB
CHIECO, DAVID, ANTHONYIMEMBERA
CHIECO, DAVID, ANTHONYIMEMBERA
CHIECO, DAVID, ANTHONYIMEMBERA
CHIECO, DAVID, ANTHONYIMEMBERA
CHIECO, DAVID, ANTHONYIMEMBERA
CHIECO, DAVID, ANTHONYIMEMBERA
CHIECO, DAVID, ANTHONYIMEMBERA
CHIECO, DAVID, ANTHONYIMEMBERA
CHIECO, DAVID, ANTHONYIMEMBERA
CHIECO, DAVID, ANTHONYIMEMBERA
CHIECO, DAVID, ANTHONYIMEMBERA
CHIECO, DAVID, ANTHONYIMEMBERA
FEINSTEIN, GEOFF, IRAIMEMBERA
FEINSTEIN, GEOFF, IRAIMEMBERA
FEINSTEIN, GEOFF, IRAIMEMBERA
FEINSTEIN, GEOFF, IRAIMEMBERA
FEINSTEIN, GEOFF, IRAIMEMBERA
FEINSTEIN, GEOFF, IRAIMEMBERA
FEINSTEIN, GEOFF, IRAIMEMBERA
FEINSTEIN, GEOFF, IRAIMEMBERA
FEINSTEIN, GEOFF, IRAIMEMBERA
FEINSTEIN, GEOFF, IRAIMEMBERA
FEINSTEIN, GEOFF, IRAIMEMBERA
FEINSTEIN, GEOFF, IRAIMEMBERA

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (15)

AL CA CT DC FL GA MO NC NJ NY PA SC TX WA WI

Address

30B VREELAND ROAD
SUITE 210
FLORHAM PARK, NJ 07932
United States
Phone: 888-467-3636