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Jeffrey Matthews Wealth Management, LLC

● SEC registered since 2025CRD 155392SEC# 801-132626Florham Park, NJ
Export (members)
Reg. AUM
$161.7M
Employees
14
Accounts
367
Location
Florham Park, NJ

Jeffrey Matthews Wealth Management, LLC assets under management

Jeffrey Matthews Wealth Management, LLC is an SEC-registered investment adviser based in Florham Park, NJ. The firm has been registered since 2025. It reports $161.7 million in regulatory assets under management and employs 14 people.
jeffreymatthews.comView on SEC.gov ↗

Jeffrey Matthews Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Ginny Colarusso ControlCcoUnder 5%2022
Jeffrey Ross Halpert ControlPresident/CeoOver 75%2010
Louis Achille AlmeriniCfoUnder 5%2023

Frequently asked questions

How much does Jeffrey Matthews Wealth Management, LLC manage?

Jeffrey Matthews Wealth Management, LLC reports $161.7 million in regulatory assets under management on its Form ADV.

How many employees does Jeffrey Matthews Wealth Management, LLC have?

Jeffrey Matthews Wealth Management, LLC reports 14 employees.

Where is Jeffrey Matthews Wealth Management, LLC located?

Jeffrey Matthews Wealth Management, LLC is based in Florham Park, NJ and has been SEC-registered since 2025.

Does Jeffrey Matthews Wealth Management, LLC disclose fund performance?

Jeffrey Matthews Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address30b Vreeland Road, Suite 210, Florham Park, NJ 07932
Phone888-467-3636
Fax973-520-8052
Office hours8:30 - 4:30
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Regulatory AUM

$161.7M▲ 27%
Mar '25 — $127.2MApr '25 — $127.2MMay '25 — $127.2MJun '25 — $127.2MJul '25 — $127.2MAug '25 — $127.2MSep '25 — $127.2MOct '25 — $127.2MNov '25 — $127.2MDec '25 — $127.2MJan '26 — $127.2MFeb '26 — $127.2MMar '26 — $161.7MApr '26 — $161.7MMay '26 — $161.7MJun '26 — $161.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$161.7Mregulatory AUM
Discretionary $65.6MNon-discretionary $96.1M