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MATTERN WEALTH MANAGEMENT LLC

LAWRENCE, KS · CRD 304520 · IAPD ↗ · matternwealth.com · 785-842-7680

$579.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
July 2025 — MATTERN WEALTH MANAGEMENT LLC notice-filed in CT, NY, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — MATTERN WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($481.6M -> $533.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2024 — MATTERN WEALTH MANAGEMENT LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.