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MATTERN WEALTH MANAGEMENT LLC
1811 Wakarusa Drive
Suite 103
Lawrence, Kansas 66047
Tel: 785-842-7680
About MATTERN WEALTH MANAGEMENT LLC
MATTERN WEALTH MANAGEMENT LLC, formally registered with the SEC as MATTERN WEALTH MANAGEMENT LLC. The firm was established in 07/22/2019. They have over 1 offices throughout the country.
MATTERN WEALTH MANAGEMENT LLC is a Lawrence, Kansas based Financial Planning firm with nearly $533,737,347 assets under management, offering retirement planning & investment advisory services to 1390 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304520 |
| SEC# | 801-116993 |
| Assets Managed by Firm | $533,737,347 |
| No. of Clients | 1390 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1390 | $533,737,347 |
| Individuals (other than high net worth individuals) | 479 | $174,767,624 |
| High net worth individuals | 116 | $357,970,132 |
| Corporations or other businesses | Fewer than 5 clients | $999,591 |
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