← Tributary

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

FLORHAM PARK, NJ · CRD 155392 · IAPD ↗ · jeffreymatthews.com · 888-467-3636

$161.7MRegulatory AUM
15Advisory reps
15Employees
0Clients
0Planning clients
0Private funds
9States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC reported RAUM up 27% ($127.2M -> $161.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2025 — JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC (FLORHAM PARK, NJ) is newly SEC-registered with $127.2M RAUM and 16 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.