# MATTERN WEALTH MANAGEMENT LLC

MATTERN WEALTH MANAGEMENT LLC of LAWRENCE, KS is an SEC-registered investment adviser.

## Registration

- CRD: 304520
- Type: SEC-registered investment adviser
- SEC file number: 801-116993
- Location: 1811 WAKARUSA DRIVE, SUITE 103, LAWRENCE, KS, 66047
- Phone: 785-842-7680
- Latest filing: 2026-03-26
- Regulatory AUM: $579.0M
- Discretionary AUM: $579.0M
- Clients: 5
- Accounts: 1,412

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| David Wayne Mattern | PRINCIPAL | — |
| Kyle Jordan Cross | CHIEF COMPLIANCE OFFICER | — |
| MATTERN DAVID WAYNE | PRINCIPAL; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| CROSS KYLE JORDAN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304520/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304520/similar
- Related entities: https://search.stillhousedata.com/firm/304520/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304520

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.