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Foundry Wealth Advisors, LLC

Foundry Wealth Advisors, LLC. CRD 300794

Foundry Wealth Advisors, LLC logo

CRD: 300794

Foundry Wealth Advisors, LLC

Baltimore, MD, 21230
4436928833
foundrywealth.com
$163.4M Total AUM
$163.4M Disc. AUM
13.1% 3Y CAGR
4 Employees
66 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
EagleValue radial +more
Established Date
06-11-2019
Office Locations
1

Office Locations

921 E. Fort Avenue Suite 310 Baltimore MD

About Foundry Wealth Advisors, LLC

Foundry Wealth Advisors is a Baltimore-based RIA providing goals-based wealth management and comprehensive financial planning, taking a "personal CFO" approach focused on each client’s full financial picture and business needs. Portfolios emphasize ETFs and public funds alongside risk management and long-term strategy, with custody primarily at Charles Schwab.

Team overview

53 AVG AGE
$40.8M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
6.2 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Ember timber Matrix harbor Summit Vital vector

Client Personas

Bridge

CRM

Alpha

Custodian

Ember Quantum Oak

Investment Themes

Radial Vital Capital Ridge

Investment Vehicles

Element

Platform

Oak Frontier catalyst

Services

Pathway Signal summit Value foundation Oak north Horizon pioneer Alpha element Capital foundation Unison value

Technology

Prime optima Pioneer Summit Oak focus

Owner & Executives

MARIANNE DORIAN MATTRAN

MARIANNE DORIAN MATTRAN

Co-founder, President, Wealth Advisor

CRD
#4806813
Ownership
50% but less than 75%
(940) 356-5219
optima.momentum@peakcapital.com
in linkedin.com/in/value-foundation
DONALD ALBERT MATTRAN JR

DONALD ALBERT MATTRAN JR

Chief Compliance Officer, Co-founder, MANAGING DIRECTOR, President

CRD
#2342760
Ownership
50% but less than 75%
(612) 703-9448
catalyst.crest@glaciercapital.com
in linkedin.com/in/fusion-value

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Contacts

K

Kyle James Fishler

Wealth Advisor

CRD
#6980585
(906) 948-6326
fusion.frontier@glaciercapital.com
in linkedin.com/in/insight-catalyst
Lillie Celine Hughes

Lillie Celine Hughes

Wealth Advisor

CRD
#7538105
(569) 693-8475
momentum.wave@momentumcapital.com
in linkedin.com/in/timber-vertex

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-03-2022
03-21-2023
03-20-2024
03-27-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $163,390,033 $650,956
Non-Discretionary $0 --
Total $163,390,033 $650,956

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Separately Managed Accounts

Total SMA Asset: $163,390,033

$163.4M Total SMA
Equity - Exchange:
20.6%
Public Funds:
31.7%
Cash:
8.5%
Equity - OTC:
39.2%
Asset class Assets Assets %
Equity - Exchange $809,612,064 20.6%
Public Funds $1,245,859,342 31.7%
Cash $334,063,230 8.5%
Equity - OTC $1,540,621,016 39.2%
Total $3,930,155,652 100.0%

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