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Jeffrey Matthews Wealth Management, LLC

CRD# 155392SEC# 801-132626Florham Park, NJSEC-registered since 2025
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Disciplinary & conflicts check complete

See whether Jeffrey Matthews Wealth Management, LLC reports any disciplinary history, how it's paid beyond your fee, and who owns it.

Form ADV reviewedBrochure and Form CRS on fileDisciplinary history: in the report
Money managed
$161.7M
41% with full discretion
Clients
367
367 accounts
Fee
% of assets
How it charges
Disciplinary history
Checked
Results in the full report
Compiled from Form ADV Parts 1 & 2, Schedules A & B and Form CRS · SEC data as of Oct 2, 2026

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One-time price, no account. Everything about Jeffrey Matthews Wealth Management, LLC, explained in plain English.

What you'll find out
Has Jeffrey Matthews Wealth Management, LLC been disciplined?Disciplinary history from its Form ADV, explained
Who owns it?Every owner of 5% or more, and the companies behind them
How does it get paid?Your fee in dollars, plus commissions, referral payments and other conflicts
How does it invest, and for whom?Strategy, clients and asset mix, from its brochure and Form ADV
Full firm report · $79.99Includes a private link to come back to it.
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What the brochure says

Strategy, fees, ownership and conflicts from the firm's own filings, in plain English.

AI summary
Read the firm's fine print

Strategy, fees, ownership and conflicts, explained.

See what's included

Who owns the company

Everyone who owns 5% or more, the companies behind them, and who controls day-to-day decisions.

See who owns the company

Every owner of 5% or more, the companies behind them, and who controls decisions.

See what's included
Form ADV Schedule A (direct owners) and Schedule B (indirect owners) · filed Oct 7, 2026The SEC reports ownership in ranges, not exact percentages.

Fees & what they'd cost you

How it charges: A percentage of assets under management; Hourly charges; Fixed fees.

See what this firm would cost you

Its fee schedule from the brochure, run on your own numbers.

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Form ADV Part 2A, Item 5 · filed Jul 28, 2026Form ADV Item 5.E · as of Oct 2, 2026

Clients & investments

Who the firm works with, what it invests in, and the services it offers.

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Client types, asset mix and services from the firm's Form ADV.

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Conflicts of interest

Ways the firm can earn money beyond your fee, from its Form ADV answers.

3 flagged
See the 3 conflicts flagged

How the firm can earn money beyond your fee, and what to ask about each.

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SEC Form ADV data file · data as of Oct 2, 2026

Official documents

Read the originals on the SEC's website.

  • Full Form ADVParts 1 and 2, including the ownership schedulesOpen PDF ↗
  • Form CRSThe firm's two-page client relationship summaryOpen PDF ↗
  • Jeffrey Halpert BrochureForm ADV Part 2A brochure · filed Jul 28, 2026Open PDF ↗
  • Darrell Manning BrochureForm ADV Part 2A brochure · filed Jul 28, 2026Open PDF ↗
  • Solomon Cherniak BrochureForm ADV Part 2A brochure · filed Jul 28, 2026Open PDF ↗
  • Anthony DemaioForm ADV Part 2A brochure · filed Jul 28, 2026Open PDF ↗
  • Kevin O'Connor BrochureForm ADV Part 2A brochure · filed Jul 28, 2026Open PDF ↗
  • Lyle Hatch BrochureForm ADV Part 2A brochure · filed Jul 28, 2026Open PDF ↗
  • John Lyle Adv BrcohureForm ADV Part 2A brochure · filed Jul 28, 2026Open PDF ↗
  • Ginny ColarussoForm ADV Part 2A brochure · filed Jul 28, 2026Open PDF ↗
  • Brian ViscontiForm ADV Part 2A brochure · filed Jul 28, 2026Open PDF ↗
  • Jerold Francus BrochureForm ADV Part 2A brochure · filed Jul 28, 2026Open PDF ↗
  • William C Fraley BrochureForm ADV Part 2A brochure · filed Jul 28, 2026Open PDF ↗
  • Reynold David MusellForm ADV Part 2A brochure · filed Jul 28, 2026Open PDF ↗
  • Larry Lee MoonsForm ADV Part 2A brochure · filed Mar 30, 2026Open PDF ↗
  • George Cleffi BrochureForm ADV Part 2A brochure · filed Mar 30, 2026Open PDF ↗
  • Charles Bailey BrochureForm ADV Part 2A brochure · filed Mar 30, 2026Open PDF ↗
  • Firm Wrap BrochureForm ADV Part 2A brochure · filed Mar 30, 2026Open PDF ↗
  • Firm BrochureForm ADV Part 2A brochure · filed Mar 30, 2026Open PDF ↗
  • SEC IAPD firm pageRegistrations, notice filings and historyOpen ↗
Firm record pulled Oct 25, 2026, 11:18 PM EDT · IAPD data compiled Oct 8, 2026

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Summaries are written by AI from the firm's official filings and may contain errors; each section links to its source. This page is for information only and is not investment advice or an endorsement or rating of the firm.