Mattern Wealth Management LLC
Firm details
- Headquarters
- Lawrence, Kansas
- CRD number
- 304520
- Registered since
- July 22, 2019
- Website
- matternwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.98%
- Individuals23.84%
- Corporations / Businesses4.16%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Mattern Wealth Management LLC is an independent, SEC-registered RIA formed in 2019 and structured as an LLC with individual ownership. The firm serves both high-net-worth individuals and institutional clients and acts as a capital allocator that hires third‑party managers when appropriate. Core advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of outside advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities30%
- Private Funds2%
- Cash & Cash Equivalents2%
Contacts
3 of 4Caleb Regan
CRD 8324671
David Mattern
Principal & FounderCRD 3160075
Kyle Cross
Financial AdvisorCRD 5792830
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 86Active vs passive
$444M in ETFs
22%
$95.8M
78%
$348M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $84.1M | 1,895,431 | 18.95% |
Location
Lawrence, KS
Douglas
Location
Lawrence, KS
Headquartered in Lawrence, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Douglas
- Address
- 1811 Wakarusa Dr
- Time zone
- CT (UTC-6)
- Office locations
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