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Lauren Michele Maher

Investment adviser representative at Matter Family Office
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.8BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Matter Family OfficeSep 2022 to now
  2. Mariner Wealth AdvisorsMar 2018 to Sep 2022
  3. Mariner Wealth Advisors - ST. Louis, LLCFeb 2015 to Mar 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (MO).

Matter Family Office

Legal name: Matter, LLC

$3.8BAssets managed
229Clients
43Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6682410
Firm CRD
106806
Advisor's SEC record (opens in a new tab)
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