Mattern Wealth Management LLC

RIASEC Registered

Total AUM

$579M

Discretionary

$579M

100% of AUM

Avg account

$410K

Accounts

1,412

Employees

Advisory reps

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

FINTRX

Overview

Mattern Wealth Management LLC is an independent, individual-owned RIA that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm is SEC registered (registration year 2019) and offers a mix of advisory services including financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of third‑party advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and operates under a single-state footprint.