Mattern Wealth Management is an investment advisor in Lawrence with $463.27 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
841934082
SEC advisor number
801-116993
FINRA CRD number
304520
AUM ?
$481.61 mm
(as of 18 Mar 24)
Accounts
1,393
(as of 18 Mar 24)
Employees
5
(3 investment advisory or research)
Address
Mattern Wealth Management
1811 WAKARUSA DRIVE
SUITE 103
LAWRENCE
KS 66047
1811 WAKARUSA DRIVE
SUITE 103
LAWRENCE
KS 66047
Phone
785-842-7680
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21