MATTERN WEALTH MANAGEMENT LLC is a Lawrence, Kansas based financial advisory firm with nearly $420,435,907 in assets under management and provides investment advisory services for 1310 clients. There are currently 5 financial advisors at the firm.
General Information |
| Firm CRD#: | 304520 | |
| SEC#: | 801-116993 | |
| Assets under Management: | $420,435,907 | |
| No. of Clients: | 1310 | |
| No. of Advisors: | 5 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| CREATIVEONE SECURITIES, LLC | 152974 | 801-78158 | 20986 | 180 | $1,716,928,244 |
| BARBER FINANCIAL GROUP | 152043 | 801-72065 | 7936 | 43 | $1,509,131,163 |
| MODERN WEALTH MANAGEMENT, LLC | 324624 | 801-127231 | 7700 | 58 | $1,535,399,313 |
| THE RETIREMENT PLANNING GROUP, LLC | 129625 | 801-62655 | 6117 | 24 | $1,549,489,960 |
| V WEALTH ADVISORS LLC | 153278 | 801-71232 | 4746 | 69 | $1,518,196,247 |
| TRIUNE FINANCIAL PARTNERS, LLC | 152277 | 801-70960 | 2623 | 22 | $939,728,613 |
| PRISM FINANCIAL GROUP, L.L.C. | 112315 | 801-61646 | 2134 | 7 | $1,239,251,003 |
| MERITAGE PORTFOLIO MANAGEMENT, INC. | 107177 | 801-39348 | 1415 | 17 | $1,910,042,932 |
| KAVAR CAPITAL PARTNERS | 311744 | 801-119947 | 1326 | 5 | $1,017,484,224 |
| DEAN CAPITAL MANAGEMENT | 145666 | 801-68942 | 551 | 6 | $845,899,533 |
| SUNESIS ADVISORS, LLC | 159114 | 801-72788 | 497 | 6 | $1,096,555,847 |
| TWO WEST CAPITAL ADVISORS LLC | 154543 | 801-76551 | 455 | 15 | $2,113,780,226 |
| COLUMBIA CAPITAL MANAGEMENT, LLC | 112773 | 801-55499 | 74 | 15 | $1,391,084,759 |
| VETA INVESTMENT PARTNERS, LLC | 309023 | 801-119046 | 4 | 6 | $1,907,976,561 |
| PALMER SQUARE BDC ADVISOR LLC | 306742 | 801-117865 | 1 | 48 | $1,014,693,280 |