# Mattern Wealth Management

Mattern Wealth Management is a Bank / Wealth / Trust based in Lawrence, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lawrence, United States
- **Region:** North America
- **Address:** 1811 Wakarusa Drive, Suite 103, Lawrence, KS 66047, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** matternwealth.com
- **LinkedIn:** https://www.linkedin.com/company/matterncapitalmanagement

## Regulatory record

- **CRD number:** 304520
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304520

## About

Mattern Wealth Management opened in 2019, established by an advisory team that observed a persistent gap in the Lawrence, Kansas market: families receiving either modernized wealth strategy or attentive service, seldom both. The firm organizes around financial planning, tax preparation, trust and estate structuring, and risk management — a bundling that mimics the cross-disciplinary design of a single-family office but remains accessible to local business owners and professionals. The firm delivers its advice through a fee-only, fiduciary framework. Its primary investment posture is portfolio construction and ongoing management, rather than direct company investing or fund commitments. Client capital gets allocated across liquid markets, with portfolios shaped by individual goals rather than a central investment committee. The firm cites no stage focus, sector specialization, or proprietary deal flow; its active posture is wealth preservation, tax mitigation, and multi-generational transfer planning. Mattern Wealth Management operates from a single office in Lawrence, with no disclosed satellite locations. The firm has not published its assets under management, total deployment totals, or team headcount. There is no public record of adjacent vehicles — no philanthropic foundation, real-asset arm, or operating business — tied to the entity. A recent operational development could not be confirmed through public filings or the firm’s own communications. The structural distinction sits in the firm’s deliberate absence of account minimums. While many RIAs scale by targeting households above a certain net-worth threshold, Mattern Wealth explicitly invites complexity over portfolio size, signaling a revenue model built on planning fees rather than asset-based charges alone. This design rewards depth of engagement over scale, creating a service architecture that treats a local entrepreneur with estate-tax exposure the same way a larger multi-family office would approach a centimillionaire.

## Questions

### Does Mattern Wealth Management participate in venture capital, private equity, or direct deals?

There is no public evidence that Mattern Wealth engages in venture capital, private equity, or direct investing in private companies. The firm’s stated services revolve around financial planning and liquid-market portfolio management. Its website emphasizes goals-based investment strategies aligned with individual client circumstances rather than institutional private-market commitments. All publicly available materials position the firm as an allocator to traditional, publicly traded securities.

### How does Mattern Wealth charge for its services?

Mattern Wealth operates on a fee-only basis, meaning the firm is compensated solely by client-paid advisory fees rather than commissions, third-party payments, or product revenue. The firm states this structure is designed to prevent conflicts of interest and align its advice with client needs. Specific fee schedules — such as asset-based versus fixed planning retainers — are not disclosed on its public website but are detailed in the firm’s Form ADV filing with the SEC.

## Related profiles

- [Matter Group](https://altss.com/profile/matter-group)
- [MatterScale Ventures](https://altss.com/profile/matterscale-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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