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MATTERN WEALTH MANAGEMENT LLC
CRD 304520 · SEC 801-116993
1811 WAKARUSA DRIVE, SUITE 103, LAWRENCE, KS, 66047, United States
Phone
785-842-7680
Fax
785-312-5200
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$579.0M
Discretionary AUM
$579.0M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 478 | $138.0M |
| High net worth individuals | 127 | $416.8M |
| Corporations/business entities | 8 | $24.1M |
States served
CA, CO, KS, NE, NY, OK, VA, MO, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD