Overview
Assets Under Management: $534 million
Headquarters: LAWRENCE, KS
High-Net-Worth Clients: 3
Average Client Assets: $58 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.74
Average High-Net-Worth Client Assets: $58 million
Total Client Accounts: 1,390
Discretionary Accounts: 1,390
Regulatory Filings
CRD Number: 304520
Filing ID: 2000065
Last Filing Date: 2025-06-26 14:28:00
Website: https://matternwealth.com