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Mattern Wealth Management LLC

● SEC registered since 2019CRD 304520SEC# 801-116993Lawrence, KS
Export (members)
Reg. AUM
$533.7M
Employees
5
Accounts
1,390
Location
Lawrence, KS

Mattern Wealth Management LLC assets under management

Mattern Wealth Management LLC is an SEC-registered investment adviser based in Lawrence, KS. The firm has been registered since 2019. It reports $533.7 million in regulatory assets under management and employs 5 people.
matternwealth.comView on SEC.gov ↗

Mattern Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
David Wayne Mattern ControlPrincipalOver 75%2019
Kyle Jordan Cross ControlChief Compliance Officer5-10%2020

Frequently asked questions

How much does Mattern Wealth Management LLC manage?

Mattern Wealth Management LLC reports $533.7 million in regulatory assets under management on its Form ADV.

How many employees does Mattern Wealth Management LLC have?

Mattern Wealth Management LLC reports 5 employees.

Where is Mattern Wealth Management LLC located?

Mattern Wealth Management LLC is based in Lawrence, KS and has been SEC-registered since 2019.

Does Mattern Wealth Management LLC disclose fund performance?

Mattern Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1811 Wakarusa Drive, Suite 103, Lawrence, KS 66047
Phone785-842-7680
Fax785-312-5200
Office hours8:00a.m. - 4:30p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$533.7M
Non-discretionary$0
Total (RAUM)$533.7M