Jeffrey Matthews Wealth Management, Llc
- Regulatory AUM
- $162M
- Discretionary
- $65.6M
- Clients
- 367
- Avg AUM / client
- $441K
- Accounts
- 367
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 258 | $46.3M | 28.6% |
| High net worth individuals | 94 | $106M | 65.4% |
| Charitable organizations | 7 | $8.8M | 5.42% |
| Corporations and other businesses | 8 | $878K | 0.54% |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chieco, David, Anthony | Member | Sep 2010 (16y) | 5% – 10% | |
| Feinstein, Geoff, Ira | Member | Sep 2010 (16y) | 5% – 10% | |
| Garbus, Steven, David | Member | Sep 2010 (16y) | Less than 5% | |
| Hynes, Edward, James | Member | Sep 2010 (16y) | 10% – 25% | |
| Jeffrey Ross Halpert | Ceo | Sep 2010 (16y) | 50% – 75% | |
| Pasculli, Anthony, Gregory | Member | Sep 2010 (16y) | 10% – 25% | |
| Cucchia, Stephen, John | Cco | Nov 2016 (10y) | Less than 5% | |
| Kevin Michael John Oconnor | Registered representative | Apr 2014 (12y) | ||
| Jerold Francus | Registered representative | Feb 2016 (11y) | ||
| Solomon Ethan Cherniak | Registered representative | Sep 2016 (10y) | ||
| Anthony Demaio | Registered representative | CFP | Oct 2016 (10y) | |
| Boris Aron Mirvis | Registered representative | Aug 2017 (9y) | ||
| Charles Everett Bailey | Registered representative | Sep 2018 (8y) | ||
| John Swift Lyle | Registered representative | Jul 2019 (7y) | ||
| George Steven Cleffi | Registered representative | Sep 2019 (7y) | ||
| Lyle Russell Hatch | Registered representative | Sep 2019 (7y) | ||
| William Clifford Fraley | Registered representative | Mar 2021 (5y) | ||
| Brian Joseph Visconti | Registered representative | Mar 2022 (4y) | ||
| Reynold David Musell | Registered representative | Mar 2022 (4y) | ||
| Ginny Colarusso | Registered representative | Sep 2022 (4y) | ||
| Larry Lee Moons | Registered representative | Sep 2022 (4y) | ||
| Darrell Randolph Manning | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.44 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗