Foundry Wealth Advisors, LLC

RIASEC RegisteredEst. 2021

Total AUM

$163M

Discretionary

$155M

95% of AUM

Avg account

$651K

Accounts

251

Employees

4

Advisory reps

4

Firm details

Headquarters: Baltimore, Maryland
CRD number: 300794
Registered since: April 29, 2021
Website: foundrywealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.54%
Individuals10.46%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Foundry Wealth Advisors, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm is owner-operated and focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Foundry does not identify as an active ESG investor and is not positioned as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities62%
Public Funds/Mutual Funds31%
Cash & Cash Equivalents6%
Non-Exchange Traded Equities1%

Contacts

3 of 4

Kyle Fishler
Wealth Management AssociateCRD 6980585
Marianne Mattran
President, Co-FounderCRD 4806813
Donald Mattran
Managing Partner & Co-FounderCRD 2342760

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Baltimore, MD

Baltimore City

Location

Baltimore, MD

Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Baltimore City
Address: 921 E Fort Ave
Time zone: ET (UTC-5)
Office locations

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