Mattern Wealth Management LLC
● SEC registered since 2019CRD 304520SEC# 801-116993Lawrence, KS
Reg. AUM
$579M
Employees
5
Accounts
1,412
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 $579 million in regulatory assets under management and employs 5 people.
Mattern Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Wayne Mattern Control | Principal | Over 75% | 2019 |
| Kyle Jordan Cross Control | Chief Compliance Officer | 5-10% | 2020 |
Frequently asked questions
How much does Mattern Wealth Management LLC manage?
Mattern Wealth Management LLC reports $579 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
| Address | 1811 Wakarusa Drive, Suite 103, Lawrence, KS 66047 |
| Phone | 785-842-7680 |
| Fax | 785-312-5200 |
| Office hours | 8:00a.m. - 4:30p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$579M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$579Mregulatory AUM
Discretionary $579M