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Managing Member · Mattern Capital Management, LLC

Perry J. Mattern

CRD 4168498 · Named on Form ADV at one SEC-registered adviser

At a glance

Mattern Capital Management, LLC, an SEC-registered wealth manager based in Lakewood, CO with $1.1 billion in regulatory assets, lists Perry J. Mattern on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Perry’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Caryn M EgbertChief Compliance Officer, Mattern Capital Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Perry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.