Wealth manager, independent · Florham Park, NJ
Jeffrey Matthews Wealth Management, LLC
SEC-registered investment adviser · CRD 155392 · SEC 801-132626
At a glance
Jeffrey Matthews Wealth Management, LLC is an SEC-registered investment adviser based in Florham Park, New Jersey, with $162 million in regulatory assets under management as of its Form ADV filed July 28, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 352 individual clients. By Form ADV it is a wealth manager, ranked 6,588th of 8,915 wealth managers and 13,306th of 17,210 SEC-registered advisers by assets.
Main office 888-467-3636jeffreymatthews.comAs filed on Form ADV
- Regulatory AUM
- $162M
- Rank among wealth managers
- #6,588 of 8,915
- Rank among all SEC RIAs
- #13,306 of 17,210
- Rank in New Jersey
- #309 of 392
- Individual clients
- 352
- High-net-worth clients
- 94
- Accounts
- 367
- Discretionary
- 41% of AUM
- Employees
- 15
- Advisory staff
- 15
- Offices
- 6
Owners and executives on its Form ADV
- Jeffrey R. HalpertPresident/ceo
- Ginny ColarussoCCO
- Louis A. AlmeriniCFO
Custody and brokerage
Custodian
Jeffrey Matthews Wealth Management, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Jeffrey Matthews Wealth Management, LLC is a hybrid RIA: 15 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: The Jeffrey Matthews Financial Group, L.L.C..
- The Jeffrey Matthews Financial Group, L.L.C. ↗CRD 41282
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed July 2026) names The Jeffrey Matthews Financial Group as the broker-dealer its advisers are registered with.
Halpert is dually registered as a Registered Representative of JMFG.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 94 | $106M | 65% |
| Individuals | 258 | $46M | 29% |
| Charitable organizations | 7 | $9M | 5% |
| Corporations or other businesses | 8 | $1M | <1% |
Disciplinary disclosures
Jeffrey Matthews Wealth Management, LLC answers yes to 6 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗jeffreymatthews.com ↗
AtlasMembers
The full record on Jeffrey Matthews Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 5,552 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Jeffrey Matthews Wealth Management, LLC manage?
Jeffrey Matthews Wealth Management, LLC reports $162 million in regulatory assets under management across 367 accounts, 41% of it on a discretionary basis, on its Form ADV filed July 28, 2026.
What kind of firm is Jeffrey Matthews Wealth Management, LLC?
Jeffrey Matthews Wealth Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Jeffrey Matthews Wealth Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($106 million, 94 clients); individuals ($46 million, 258 clients); charitable organizations ($9 million, 7 clients).
Does Jeffrey Matthews Wealth Management, LLC have any disciplinary history?
Jeffrey Matthews Wealth Management, LLC answers yes to 6 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Jeffrey Matthews Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →