FOUNDRY WEALTH ADVISORS, LLC
Adviser information for FOUNDRY WEALTH ADVISORS, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 285 | $124.9M |
| Non-Discretionary | 0 | $0 |
| Total | 285 | $124.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 43 | $17.3M |
| HNW Individuals | 26 | $107.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120987 |
|---|---|
| SEC ERA File Number | 801-120987 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300794 |
| Legal Entity Identifier | None |
Principal Office
921 E. FORT AVENUESUITE 310
BALTIMORE
MD
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 443-692-8833, Fax: 410-752-4530
Chief Compliance Officer
DONALD ALBERT MATTRAN JR
MANAGING DIRECTOR AND CO-FOUNDER
921 E. FORT AVENUE
SUITE 310
BALTIMORE
MD
United States
Tel:
443-692-8833
Fax:
410-752-4530
D**********@****************M
(Full email address available in API data)
Regulatory Contact
MARIANNE DORIAN MATTRAN
PRESIDENT & CO-FOUNDER
921 E. FORT AVENUE
SUITE 310
BALTIMORE
MD
United States
Tel:
443-692-8833
Fax:
410-752-4530
M***************@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MATTRAN, MARIANNE, DORIAN | Individual | – | PRESIDENT & CO-FOUNDER | 06/2011 | 50-75% |
| MATTRAN, DONALD, ALBERT | Individual | – | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR & CO-FOUNDER | 02/2011 | 50-75% |