JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
B58
CRD 155392·SEC 801-132626·FLORHAM PARK, NJ
AUM
$161.7M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$485K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 258 |
| Individuals High Net Worth | 94 |
| Corporations | 8 |
| Charitable Organizations | 7 |
Operations
Advisory staff (5-yr trend)
'25 · 16 advisors
'26 · 14 advisors
'25'26
16 advisors → 14 advisors▼ -12%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
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