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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