Mattern Wealth Management LLC has filed its latest 13F-HR report, indicating that the firm manages a total of $616.25 million in assets as of September 30, 2026. This filing includes 175 different securities, highlighting the firm's diverse investment strategy.

The report, filed on November 4, 2026, is part of the company’s commitment to transparency and regulatory compliance within the wealth management industry. This update is significant not only for Mattern Wealth Management but also for the broader wealth management sector, as it reflects ongoing trends in asset management practices.

About Mattern Wealth Management LLC

Mattern Wealth Management LLC is a registered investment advisor based in Lawrence, Kansas. The firm specializes in wealth management services, focusing on providing tailored investment strategies for its clients. The company was established to help individuals and families manage their financial assets effectively.

What the Filing Says

The 13F-HR filing reveals that Mattern Wealth Management holds a total of 175 different securities, with a reported value of $616,253,153. This diverse portfolio reflects the firm's investment strategy and commitment to managing a wide range of assets for its clients.

Impact

This filing may affect various stakeholders, including clients who rely on Mattern Wealth Management for their investment strategies. Additionally, competitors in the wealth management industry will likely analyze this report to gauge trends and performance benchmarks.

What's Next

The filing does not say what happens next.