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Matthew James Tax & Wealth Management L.L.C. registers with the SEC under the 120-day rule (Lafayette, LA)
New SEC adviser (120-day rule) · CRD 344272 · 801-137493 · effective 2026-10-13
Effective 2026-10-13. 7 employees (2 advisory). Notice-filed in LA. Limited Liability Company (LA).
120-day rule (must reach $100M RAUM)
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance
- Custodian / clearing