Mattern Wealth Management LLC
Mattern Wealth Management LLC is an SEC-registered mass-market adviser in Lawrence, KS with $579.0M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Mattern Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304520, SEC 801-116993, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $579.0M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Lawrence, KS
- Employees
- 5
- Clients
- 613
- CRD
- 304520
- Ownership
- MATTERN, DAVID, WAYNE; CROSS, KYLE, JORDAN
How much AUM does Mattern Wealth Management LLC have?
Mattern Wealth Management LLC reported $579.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Mattern Wealth Management LLC?
Disclosed owners and executives of Mattern Wealth Management LLC include MATTERN, DAVID, WAYNE, CROSS, KYLE, JORDAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.