{
  "crd_number": 155392,
  "slug": "jeffrey-matthews-wealth-management-llc-florham-park-nj-155392",
  "primary_business_name": "JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC",
  "legal_name": "JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Florham Park",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-04-30",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-28",
  "carried_forward": false,
  "raum_total": 161681168.0,
  "raum_discretionary": 65552904.0,
  "raum_non_discretionary": 96128264.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 15,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 8761519.0,
      "count": 7
    },
    "individuals": {
      "raum": 46299756.0,
      "count": 258
    },
    "high_net_worth_individuals": {
      "raum": 105742185.0,
      "count": 94
    },
    "corporations_other_businesses": {
      "raum": 877708.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 4,
  "states_registered": [
    "AL",
    "CO",
    "CT",
    "DE",
    "FL",
    "NC",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://jeffreymatthews.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155392",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "FLORHAM PARK",
  "url": "https://advisorcensus.com/firm/jeffrey-matthews-wealth-management-llc-florham-park-nj-155392",
  "display_name": "Jeffrey Matthews Wealth Management, LLC",
  "summary": "Jeffrey Matthews Wealth Management, LLC is an SEC-registered investment advisory firm in Florham Park, NJ, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.",
  "citation": "AdvisorCensus. Jeffrey Matthews Wealth Management, LLC (CRD 155392): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Jeffrey Matthews Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jeffrey Matthews Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Jeffrey Matthews Wealth Management, LLC located?",
      "a": "Jeffrey Matthews Wealth Management, LLC's principal office is in Florham Park, NJ, according to its Form ADV; the August 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Jeffrey Matthews Wealth Management, LLC registered with the SEC or a state?",
      "a": "Jeffrey Matthews Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 155392."
    },
    {
      "q": "How much does Jeffrey Matthews Wealth Management, LLC manage?",
      "a": "Jeffrey Matthews Wealth Management, LLC reports $161,681,168 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (41% discretionary)."
    },
    {
      "q": "How have Jeffrey Matthews Wealth Management, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Jeffrey Matthews Wealth Management, LLC: Regulatory assets under management: $127,200,152 in the October 2025 data and $161,681,168 in the October 2026 data, up 27%. Total employees: 16 in October 2025 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Jeffrey Matthews Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (258); high net worth individuals (94); corporations or other businesses not listed above (8)."
    },
    {
      "q": "Does Jeffrey Matthews Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155392"
    },
    {
      "q": "What changed in Jeffrey Matthews Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 14 to 15."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 127200152.0,
      "total_employees": 16,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 161681168.0,
      "total_employees": 15,
      "filing_date": "2026-07-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 14 to 15."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $127,200,152 to $161,681,168 (+27%).",
        "Employees performing advisory functions went from 16 to 14."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/jeffrey-matthews-wealth-management-llc-florham-park-nj-155392.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 258,
      "fewer_than_5": false,
      "raum": 46299756.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 94,
      "fewer_than_5": false,
      "raum": 105742185.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 8761519.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 877708.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155392",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}