Matthew James Tax & Wealth Management L.L.C.
Firm details
- Headquarters
- Lafayette, Louisiana
- CRD number
- 344272
- Registered since
- October 13, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Matthew James Tax & Wealth Management L.L.C. is a limited liability company that registered with the SEC in 2026. The firm positions itself as a small-scale advisory practice focused on financial planning and portfolio management for individuals and small businesses, with the capability to select and oversee other advisers on clients’ behalf. Ownership is listed as a domestic entity and individual; the adviser is newly formed and classified as an unclassified adviser in available records. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. The firm is identified as a capital allocator, and it maintains an industry affiliation with an insurance company. It is not flagged as an active ESG investor, nor as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Lafayette, LA
Lafayette
Location
Lafayette, LA
Headquartered in Lafayette, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- Lafayette
- Address
- 1011 Coolidge Blvd
- Time zone
- CT (UTC-6)
- Office locations
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