Jeffrey Matthews Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Jeffrey Matthews Wealth Management reports 367 clients. They include 258 individual clients, 94 high-net-worth individuals, and 8 corporations and other businesses. Of its assets, 40.5% ($65.6M across 234 accounts) are managed with discretion; $96.1M across 133 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 29% |
| High-net-worth individuals | 26% | 65% |
| Charitable organizations | 2% | 5% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 258 | $46.3M | 28.6% | $179K |
| High-net-worth individuals | 94 | $106M | 65.4% | $1.12M |
| Charitable organizations | 7 | $8.76M | 5.4% | $1.25M |
| Corporations and other businesses | 8 | $878K | 0.5% | $110K |
| Total | 367 | $162M | 100% | $441K |
- Clients
- 258
- Regulatory AUM
- $46.3M
- AUM share
- 28.6%
- Avg. per client
- $179K
- Clients
- 94
- Regulatory AUM
- $106M
- AUM share
- 65.4%
- Avg. per client
- $1.12M
- Clients
- 7
- Regulatory AUM
- $8.76M
- AUM share
- 5.4%
- Avg. per client
- $1.25M
- Clients
- 8
- Regulatory AUM
- $878K
- AUM share
- 0.5%
- Avg. per client
- $110K
Total
- Clients
- 367
- Regulatory AUM
- $162M
- AUM share
- 100%
- Avg. per client
- $441K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Jeffrey Matthews Wealth Management charges 1.00%–1.50% for its Advisory Services. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Program
- Hourly rate of $200 for financial planning, negotiable; a negotiable flat fee may be used instead, and the fee may be waived or deducted from later fees.
Jeffrey Halpert owns 75% or more of Jeffrey Matthews Wealth Management. The leadership team of Jeffrey Matthews Wealth Management includes President Jeffrey Halpert. It has 15 employees.
Staff
- 15 employees
- 15 in advisory functions
- 15 state-registered reps
- 15 broker-dealer reps
- 10 insurance agents
- Owns 75% or more of Jeffrey Matthews Wealth Management, LLC
Jeffrey Halpert
Control person · since September 2010
Jeffrey Matthews Wealth Management’s regulatory assets grew from $127M (March 2025) to $162M (July 2026); clients were 367 in both filings and employees fell from 16 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $162M | 367 | 15 | 6 |
| Mar 2025March 2025 | $127M | 360 | 16 | 6 |
Besides its headquarters, Jeffrey Matthews Wealth Management has 5 offices (1 private residence, listed without an address), with 5 listed addresses across 4 states.
Alabama · 2 listed addresses
- 311 Magnolia Ave, Fairhope
- 1555 University BLVD, Mobile
Connecticut · 1 listed address
- 200 Pemberwick RD, Greenwich
Florida · 1 listed address
- 150 East Palmeto PK, Boca Raton
New Jersey · 1 listed address
- 30b Vreeland Road, Suite 210, Florham ParkHQ
Contact and registration details
- Legal name
- Jeffrey Matthews Wealth Management, LLC
- Headquarters
- 30b Vreeland Road, Suite 210, Florham Park, NJ 07932
- Website
- jeffreymatthews.com
- Phone
- 888-467-3636
- SEC file
- 801-132626
- Structure
- New Jersey LLC
- Fiscal year end
- December
Jeffrey Matthews Wealth Management does not have custody of client assets.
At year end, Jeffrey Matthews Wealth Management’s separately managed accounts were mostly in stocks (50%) and cash (22%).
What the accounts hold
- Stocks50%
- Funds20%
- Bonds8%
- Investment grade corporate bonds6%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash22%
How many clients does Jeffrey Matthews Wealth Management have?
Jeffrey Matthews Wealth Management has 367 clients and manages $162 million for them, as of July 2026. They include 258 individual clients, 94 high-net-worth individuals, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026
What services does Jeffrey Matthews Wealth Management offer?
Jeffrey Matthews Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Jeffrey Matthews Wealth Management charge?
Jeffrey Matthews Wealth Management charges 1.00%–1.50% for its Advisory Services. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
How many financial advisors does Jeffrey Matthews Wealth Management have?
Jeffrey Matthews Wealth Management has 15 investment adviser representatives registered with state securities authorities, out of 15 employees, and 15 perform investment advisory functions. 15 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jeffrey Matthews Wealth Management invest in?
At the end of its last fiscal year, Jeffrey Matthews Wealth Management’s separately managed accounts held 50% exchange-traded equities, 22% cash and equivalents, 20% registered funds (mutual funds, ETFs, BDCs), 6% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jeffrey Matthews Wealth Management?
Jeffrey Matthews Wealth Management’s direct owner is Jeffrey Halpert (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 July 2026
How does Jeffrey Matthews Wealth Management get paid?
Jeffrey Matthews Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Jeffrey Matthews Wealth Management?
Jeffrey Matthews Wealth Management’s main office is at 30b Vreeland Road, Suite 210, Florham Park, NJ 07932. Its phone number is 888-467-3636. Its website is jeffreymatthews.com.
