MATTERN WEALTH MANAGEMENT LLC

Overview

Mattern Wealth Management LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. Registered with the SEC in 2019, the firm combines fee-based financial planning and discretionary portfolio management with the selection of third-party managers. Its portfolio approach skews toward pooled public funds and ETF-centered core exposures, supported by manager allocations into private markets and hedge strategies when appropriate for client objectives. The firm does not position itself as an ESG investor. Investment activity shows a clear preference for professionally managed public funds and ETFs as the backbone of client portfolios, with the adviser layering active manager relationships and external fund allocations to access private equity, venture, real estate, and hedge fund exposures for qualified clients. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, enabling a mix of ongoing wealth management and project-based planning work.

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Location & Offices