1811 Wakarusa Drive
Suite 103
Lawrence, Kansas 66047
Tel: 785-842-7680
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
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