Matthew James Tax & Wealth Management L.L.C.
SEC-registered
Investment Adviser
CRD 344272
· SEC file 801-137493
· Lafayette, LA
· www.matthewjames.com
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ADV data as of Oct 09, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 7
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
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: Oct 09, 2026.
View current Form ADV (SEC/IAPD) ↗