RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Kansas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CROSS, KYLE, JORDANICHIEF COMPLIANCE OFFICERNA Control
CROSS, KYLE, JORDANICHIEF COMPLIANCE OFFICERNA Control
CROSS, KYLE, JORDANICHIEF COMPLIANCE OFFICERNA Control
CROSS, KYLE, JORDANICHIEF COMPLIANCE OFFICERNA Control
CROSS, KYLE, JORDANICHIEF COMPLIANCE OFFICERNA Control
CROSS, KYLE, JORDANICHIEF COMPLIANCE OFFICERNA Control
MATTERN, DAVID, WAYNEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
MATTERN, DAVID, WAYNEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
MATTERN, DAVID, WAYNEIPRINCIPALE Control
MATTERN, DAVID, WAYNEIPRINCIPALE Control
MATTERN, DAVID, WAYNEIPRINCIPALE Control
MATTERN, DAVID, WAYNEIPRINCIPALE Control
MATTERN, DAVID, WAYNEIPRINCIPALE Control
MATTERN, DAVID, WAYNEIPRINCIPALE Control
MATTERN, DAVID, WAYNEIPRINCIPALE Control
MATTERN, DAVID, WAYNEIPRINCIPALE Control
MATTERN, DAVID, WAYNEIPRINCIPALE Control
MATTERN, DAVID, WAYNEIPRINCIPALE Control
CROSS, KYLE, JORDANICHIEF COMPLIANCE OFFICERA Control
CROSS, KYLE, JORDANICHIEF COMPLIANCE OFFICERA Control
CROSS, KYLE, JORDANICHIEF COMPLIANCE OFFICERA Control
CROSS, KYLE, JORDANICHIEF COMPLIANCE OFFICERA Control

Registrations

Federal

IA
Jun 26, 2025 REGISTERED

Notice Filings (13)

CA CO CT FL KS MO ND NE NH NY OK TX VA

Address

1811 WAKARUSA DRIVE
SUITE 103
LAWRENCE, KS 66047
United States
Phone: 785-842-7680