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OFC Wealth Management

OFC Wealth Management. CRD 133846

OFC Wealth Management logo

CRD: 133846

OFC Wealth Management

Short Hills, NJ
9732581007
www.ofcwealth.com
$182.8M Total AUM
$182.8M Disc. AUM
-- 3Y CAGR
2 Employees
114 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Capital foundation
Established Date
02-16-2005
Office Locations
1

Office Locations

1200 Morris Tpke Suite 3005 Short Hills NJ

About OFC Wealth Management

OFC Wealth Management is a fee-only fiduciary team of financial planners and investment managers delivering custom, integrated wealth strategies and comprehensive financial plans with ongoing tailored advice. The firm emphasizes long-term client partnerships and aims to simplify clients’ financial lives. Portfolios commonly use diversified asset allocation across public funds and ETFs, with Schwab among custodial relationships, and offers a high-touch, in-home style experience.

Team overview

56 AVG AGE
$91.4M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
15 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Focus legacy Matrix quantum Capital Horizon Crest prime Catalyst delta

Client Personas

North

Custodian

Meridian quantum

Investment Themes

Vital Bridge Optima

Investment Vehicles

Zenith beacon Timber delta

Platform

Oak

Services

Ridge Meridian Unison meridian Catalyst

Technology

Prime vertex

Owner & Executives

EMILY MICHELLE JAFFE

EMILY MICHELLE JAFFE

Advisor, President

CRD
#4462199
Ownership
50% but less than 75%
(440) 841-3632
optima.oak@radialcapital.com
in linkedin.com/in/ember-vector
JEFFREY RICHARD WATERS

JEFFREY RICHARD WATERS

Chief Compliance Officer, Chief Investment Officer, Director, President

CRD
#1581068
Ownership
50% but less than 75%
(830) 211-5279
delta.glacier@pathwaycapital.com
in linkedin.com/in/timber-crest

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-04-2024
02-27-2025
02-25-2026
Category Assets AVG. Account size
Discretionary $182,825,805 $495,463
Non-Discretionary $0 --
Total $182,825,805 $495,463

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Separately Managed Accounts

Total SMA Asset: $182,825,805

$182.8M Total SMA
Public Funds:
29.4%
Equity - Exchange:
17.5%
Cash:
15.9%
Municipal Bonds:
23.8%
U.S. Government/Agency:
13.4%
Asset class Assets Assets %
Public Funds $1,063,346,696 29.4%
Equity - Exchange $632,944,462 17.5%
Cash $575,075,254 15.9%
Municipal Bonds $860,804,469 23.8%
U.S. Government/Agency $484,654,617 13.4%
Total $3,616,825,498 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
RADIAL PATHWAY VITAL PRIME MATRIX KDM5R1A9B GPPIE 1.46% $32,045,547
FOCUS ZENITH BEACON FOCUS OAK 7PTBNELF4 EUPL 5.16% $100,788,713
NORTH CAPITAL PRIME GLACIER JP3M5BUC5 FUGPZ 4.75% $97,607,785
ZENITH FOCUS VERTEX EAGLE OPTIMA 9R5NM0UME YSX 11.44% $96,355,292
PEAK MERIDIAN VECTOR OPTIMA E1EOWSUN6 RXSWR 9.74% $59,013,348
BRIDGE VERTEX SUMMIT FRONTIER HARBOR X2U3JEUNX ERNR 4.73% $90,124,070
RIDGE GLACIER FUSION RADIAL FRONTIER ZR2Q9MHHY VBKCQ 12.42% $119,480,761
MATRIX SIGNAL WAVE INSIGHT ZENITH 5K0TGJ5DM VPWNQ 8.83% $101,792,233

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