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MATTERN WEALTH MANAGEMENT LLC

1811 Wakarusa Drive
Suite 103
Lawrence, Kansas 66047
Tel: 785-842-7680

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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 StatusApproved
Firm CRD#304520
SEC#801-116993
Assets Managed by Firm$533,737,347
No. of Clients1390
No. of Advisors5

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 ClientsAUM
Firm Total1390$533,737,347
Individuals (other than high net worth individuals)479$174,767,624
High net worth individuals116$357,970,132
Corporations or other businessesFewer than 5 clients$999,591

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