MATTERN WEALTH MANAGEMENT LLC

CRD 304520File 801-116993

APPROVED

Retail clients

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$579.0M

Above cohort median (national)

Discretionary AUM

$579.0M

Clients

613

1,412 accounts

Employees

Above cohort median in KS

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jul 22, 2019
Principal office: 1811 WAKARUSA DRIVE, SUITE 103, LAWRENCE, KS, 66047
Phone: 785-842-7680
Website: https://matternwealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $579.0M
Discretionary AUM: $579.0M
Non-discretionary AUM: $0
Discretionary accounts: 1,412
Non-discretionary accounts: 0
Total accounts: 1,412
AUM per client: $945K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$24.1M
Charitable organizations	Fewer than 5	$121K
High net worth individuals	127	$416.8M
Individuals (other than high net worth individuals)	478	$138.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.