Updated:
Jeffrey Matthews Wealth Management
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in FLORHAM PARK, NJ, registered since 2025. The firm manages $162 million in...
Jeffrey Matthews Wealth Management
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in FLORHAM PARK, NJ, registered since 2025. The firm manages $162 million in assets, with $66 million on a discretionary basis. It has 14 employees and 14 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
unknown
Corporate office
unknown, United States
Principals
Jeffrey Matthews
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Jeffrey Matthews Wealth Management?
The firm is led by Jeffrey Matthews, per public registration records. No other named investment professionals or committee structures have been publicly disclosed.
What investment stages does Jeffrey Matthews Wealth Management typically target?
As an RIA operating as a multi-family office, the firm likely focuses on liquid public markets and traditional asset allocation rather than venture-stage or direct private equity. No specific stage preferences have been reported.
Is Jeffrey Matthews Wealth Management structured as a single family office or does it operate more like a multi-family office?
The firm's name and RIA registration suggest it operates as a multi-family office, serving multiple wealthy families rather than managing a single fortune. This model allows for shared services and cost sharing across client families.
Does Jeffrey Matthews Wealth Management participate in co-investments alongside other firms?
No public evidence of co-investments or direct deal participation exists for this firm. Its likely focus is on traditional wealth management and asset allocation through third-party vehicles.
What asset classes does Jeffrey Matthews Wealth Management typically use?
While not publicly detailed, RIA-based multi-family offices generally allocate across equities, fixed income, alternative investments (such as hedge funds or private equity), and cash. The firm has not disclosed its specific asset-class mix.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: