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Building 2MATTERN WEALTH MANAGEMENT LLC

Map pinLAWRENCE, KS
Phone785-842-7680
NotebookSEC #801-116993
Total AUM
$579M
Employees
5
Clients
614

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1811 WAKARUSA DRIVE
SUITE 103
LAWRENCE
KS 66047
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
785-842-7680

ReceiptFinancials

Total AUM
$579M
Accounts
1,412
Discretionary
$579M
Accounts
1,412
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
478
AUM
$138M
HNW Individual Clients
127
AUM
$416.8M
Charitable Organization Clients
1
AUM
$120.5K
Corporation or Business Clients
8
AUM
$24.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLKSMONENHNYOKTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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