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Foundry Wealth Advisors, LLC

● SEC registered since 2021CRD 300794SEC# 801-120987Baltimore, MD
Export (members)
Reg. AUM
$134.2M
Employees
4
Accounts
273
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 $134.2 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/2471643/adminView on SEC.gov ↗

Foundry Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Donald Albert Mattran ControlChief Compliance Officer, Managing Director & Co-Founder50-75%2011
Marianne Dorian Mattran ControlPresident & Co-Founder50-75%2011

Frequently asked questions

How much does Foundry Wealth Advisors, LLC manage?

Foundry Wealth Advisors, LLC reports $134.2 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

Address921 E. Fort Avenue, Suite 310, Baltimore, MD 21230
Phone443-692-8833
Fax410-752-4530
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$134.2M
Non-discretionary$0
Total (RAUM)$134.2M