RIA Intel›Advisers›Kansas›MATTERN WEALTH MANAGEMENT LLC

MATTERN WEALTH MANAGEMENT LLC

Advisory

N·LAWRENCE, KS

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$579M
1-Year AUM Growth
0.0%
3-Year CAGR
+10.4%
Employees
3
Assets Under Management
Total AUM$579M
Discretionary AUM$579M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients595
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record10
First FilingJun 20, 2019
Latest FilingMar 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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