# JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC of FLORHAM PARK, NJ is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 155392
- Type: SEC-registered investment adviser
- SEC file number: 801-132626
- Location: 30B VREELAND ROAD, SUITE 210, FLORHAM PARK, NJ, 07932
- Phone: 888-467-3636
- Latest filing: 2026-07-28
- Regulatory AUM: $161.7M
- Discretionary AUM: $65.6M
- Non-discretionary AUM: $96.1M
- Clients: 15
- Accounts: 367

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Louis Achille Almerini | CFO | — |
| Jeffrey Ross Halpert | PRESIDENT/CEO | — |
| Ginny Colarusso | CCO | — |
| CUCCHIA STEPHEN JOHN | CCO | — |
| HALPERT JEFFREY ROSS | CEO | — |
| PASCULLI ANTHONY GREGORY | MEMBER | — |
| HYNES EDWARD JAMES | MEMBER | — |
| CHIECO DAVID ANTHONY | MEMBER | — |
| FEINSTEIN GEOFF IRA | MEMBER | — |
| GARBUS STEVEN DAVID | MEMBER | — |


## Disclosures (12)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |
| — | civil | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155392/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155392/similar
- Related entities: https://search.stillhousedata.com/firm/155392/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155392

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.