Jeffrey Matthews Wealth Management, LLC

Overview

Jeffrey Matthews Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm is registered with the SEC (registration year 2025) and positions itself as a capital allocator working with both individual & family and institutional clients. Its advisory services cover financial planning, portfolio management for individuals and small businesses, the selection of outside advisers, and client education through seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm maintains industry relationships with broker-dealers, commodity/CTA entities, and insurance companies, and uses third-party managers as part of its allocation and implementation approach. Jeffrey Matthews Wealth Management does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices