MATTERN WEALTH MANAGEMENT LLC
CRD #304520 SEC #801-116993 LAWRENCE, KS 785-842-7680
SEC Registered
Total AUM
$533.7M
Discretionary
$533.7M
Employees
5
Clients
0
Accounts
1,390
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $533.7M | $533.7M | $0 | 5 | 0 |
| Feb 2025 | $533.7M | $533.7M | $0 | 5 | 0 |
| Nov 2024 | $481.6M | $474.3M | $7.3M | 5 | 0 |
| Mar 2024 | $481.6M | $474.3M | $7.3M | 5 | 0 |
| Jun 2023 | $420.4M | $413M | $7.5M | 5 | 0 |
| Mar 2023 | $420.4M | $413M | $7.5M | 5 | 0 |
| Mar 2022 | $463.3M | $452.2M | $11M | 4 | 0 |
| Mar 2021 | $335.6M | $327.3M | $8.3M | 3 | 0 |
| Jun 2020 | $299.2M | $278.5M | $20.7M | 3 | 0 |
| Mar 2020 | $299.2M | $278.5M | $20.7M | 3 | 0 |
| Nov 2019 | $274.4M | $255.8M | $18.6M | 3 | 0 |
| Jun 2019 | $0 | $0 | $0 | 3 | 0 |
DateJun 2025
Total AUM$533.7M
Discretionary$533.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$533.7M
Discretionary$533.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$481.6M
Discretionary$474.3M
Non-Disc.$7.3M
Employees5
Clients0
DateMar 2024
Total AUM$481.6M
Discretionary$474.3M
Non-Disc.$7.3M
Employees5
Clients0
DateJun 2023
Total AUM$420.4M
Discretionary$413M
Non-Disc.$7.5M
Employees5
Clients0
DateMar 2023
Total AUM$420.4M
Discretionary$413M
Non-Disc.$7.5M
Employees5
Clients0
DateMar 2022
Total AUM$463.3M
Discretionary$452.2M
Non-Disc.$11M
Employees4
Clients0
DateMar 2021
Total AUM$335.6M
Discretionary$327.3M
Non-Disc.$8.3M
Employees3
Clients0
DateJun 2020
Total AUM$299.2M
Discretionary$278.5M
Non-Disc.$20.7M
Employees3
Clients0
DateMar 2020
Total AUM$299.2M
Discretionary$278.5M
Non-Disc.$20.7M
Employees3
Clients0
DateNov 2019
Total AUM$274.4M
Discretionary$255.8M
Non-Disc.$18.6M
Employees3
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0