Foundry Wealth Advisors, LLC
● SEC registered since 2021CRD 300794SEC# 801-120987Baltimore, MD
Reg. AUM
$163.4M
Employees
4
Accounts
251
Location
Baltimore, MD
Foundry Wealth Advisors, LLC assets under management
Foundry Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Baltimore, MD. The firm has been registered since 2021. It reports $163.4 million in regulatory assets under management and employs 4 people.
Foundry Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Albert Mattran Control | Chief Compliance Officer, Managing Director & Co-Founder | 50-75% | 2011 |
| Marianne Dorian Mattran Control | President & Co-Founder | 50-75% | 2011 |
Frequently asked questions
How much does Foundry Wealth Advisors, LLC manage?
Foundry Wealth Advisors, LLC reports $163.4 million in regulatory assets under management on its Form ADV.
How many employees does Foundry Wealth Advisors, LLC have?
Foundry Wealth Advisors, LLC reports 4 employees.
Where is Foundry Wealth Advisors, LLC located?
Foundry Wealth Advisors, LLC is based in Baltimore, MD and has been SEC-registered since 2021.
Does Foundry Wealth Advisors, LLC disclose fund performance?
Foundry Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 921 E. Fort Avenue, Suite 310, Baltimore, MD 21230 |
| Phone | 443-692-8833 |
| Fax | 410-752-4530 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$163.4M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$163.4Mregulatory AUM
Discretionary $163.4M