Mattern Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lawrence, KS. Its latest Form ADV filing, dated March 26, 2026, reports $579M in regulatory assets under management, 5 employees, and 1,412 accounts.
Assets Under Management
$579M
Employees
5
Offices
--
Total Clients
613
Primary office
LAWRENCE, KS
1811 WAKARUSA DRIVE, SUITE 103, LAWRENCE, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.0% of total clients.
Top client categories% of clientsClients
1
Individuals
78.0%
478
2
HNWI
20.7%
127
3
Corporations
1.3%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$579Mas of March 26, 2026
Discretionary100.0%
$579M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$579M
Total Accounts1,412
10Y AUM Change+$579M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee123:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.