CRD: 155392
Jeffrey Matthews Wealth Management, LLC
$161.7M Total AUM
$65.6M Disc. AUM
-- 3Y CAGR
14 Employees
367 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Bridge oakFusion vertex
- Established Date
- 02-22-2011
- Office Locations
- 3
Office Locations
1555 University Boulevard South Suite 200 Mobile AL
1646 W. Snow Avenue Suite 246 Tampa FL
30B Vreeland Road Suite 210 Florham Park NJ
About Jeffrey Matthews Wealth Management, LLC
Jeffrey Matthews Wealth Management, LLC is a Florham Park-based RIA with 3 offices. The firm has been operating for 15 years. Managing $161.7M in total assets under management, with 14 advisory representatives. Services offered include Equity Compensation, Estate Planning, Financial Planning.
Team overview
60 AVG AGE
$11.5M AVG AUM / ADVISOR
$440.5K AVG AUM / CLIENT
6.8 yrs AVG TENURE
14 Employees
14 Advisory Reps
14 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Timber momentum Legacy capital Peak Element catalyst
Client Personas
Oak horizon
Custodian
Timber catalyst Quantum harbor North Capital summit Element bridge Eagle beacon North Fusion
Investment Themes
Vector foundation Vertex oak
Investment Vehicles
Wave meridian Radial
Services
Ember focus Prime Meridian Vector Horizon vector
Technology
Zenith timber Fusion insight
Owner & Executives
JEFFREY ROSS HALPERT
Chief Executive Officer, Director, President
- CRD
- #2072459
- Ownership
- 75% or more
(423) 505-3485
harbor.vital@foundationcapital.com
in linkedin.com/in/foundation-alpha
L
LOUIS ACHILLE ALMERINI
Chief Financial Officer
- CRD
- #1605183
- Ownership
- Less than 5%
(965) 762-6520
horizon.alpha@horizoncapital.com
in linkedin.com/in/element-optima
T
Timber ember
Foundation atlas pathway
- CRD
- #86320
- Ownership
- 36.4%
(432) 410-8296
crest.delta@momentumcapital.com
in linkedin.com/in/wave-value
Showing 2 of 3 owners & executives
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C
CHARLES EVERETT BAILEY
--
- CRD
- #719858
(445) 347-9489
foundation.pathway@optimacapital.com
in linkedin.com/in/capital-bridge
S
SOLOMON ETHAN CHERNIAK
--
- CRD
- #2753925
(263) 202-6534
value.timber@vectorcapital.com
in linkedin.com/in/meridian-eagle
P
Pioneer meridian
Eagle zenith
- CRD
- #85930
(950) 457-9190
fusion.matrix@valuecapital.com
in linkedin.com/in/delta-oak
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,552,904 | $280,141 |
| Non-Discretionary | $96,128,264 | $722,769 |
| Total | $161,681,168 | $440,548 |
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Separately Managed Accounts
Total SMA Asset: $161,681,168
Equity - Exchange:
24.5% Cash:
6.9% Public Funds:
15.1% Corporate - Investment Grade:
20.9% Municipal Bonds:
8.2% U.S. Government/Agency:
24.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $705,613,169 | 24.5% |
| Cash | $198,723,709 | 6.9% |
| Public Funds | $434,888,116 | 15.1% |
| Corporate - Investment Grade | $601,931,234 | 20.9% |
| Municipal Bonds | $236,164,407 | 8.2% |
| U.S. Government/Agency | $702,733,115 | 24.4% |
| Total | $2,880,053,750 | 100.0% |