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Multi-Family OfficeRIA · CRD 155392SEC-Registered

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...

Overview

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 15 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

Financial Services

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 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.

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