Foundry Wealth Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Foundry Wealth Advisors reports 66 clients. They include 33 individual clients and 33 high-net-worth individuals. Of its assets, 95.2% ($155M across 245 accounts) are managed with discretion; $7.89M across 6 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 10% |
| High-net-worth individuals | 50% | 90% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 33 | $17.1M | 10.5% | $518K |
| High-net-worth individuals | 33 | $146M | 89.5% | $4.43M |
| Total | 66 | $163M | 100% | $2.48M |
- Clients
- 33
- Regulatory AUM
- $17.1M
- AUM share
- 10.5%
- Avg. per client
- $518K
- Clients
- 33
- Regulatory AUM
- $146M
- AUM share
- 89.5%
- Avg. per client
- $4.43M
Total
- Clients
- 66
- Regulatory AUM
- $163M
- AUM share
- 100%
- Avg. per client
- $2.48M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Foundry Wealth Advisors charges 0.60%–1.40% a year for its Fees for investment management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.40% |
| $1M–$3M | 0.95% |
| $3M–$5M | 0.80% |
| $5M–$10M | 0.75% |
| $10M–$20M | 0.65% |
| $20M and above | 0.60% |
Fee details and sources
Other fees
- 401(k) plan assets
- Flat rate of 0.50% on assets the firm cannot directly manage, such as assets held in 401(k) plans.
- Financial planning
- Fixed fee generally from $2,000 to $10,000 or more, or $250 an hour, with 50% due at the outset of the engagement.
Marianne Mattran owns 50% to 75% of Foundry Wealth Advisors. The leadership team of Foundry Wealth Advisors includes President Marianne Mattran and Chief Compliance Officer Donald Mattran. It has 4 employees.
Leadership
Marianne MattranPresident & Co-Founder
Donald MattranChief Compliance Officer, Managing Director & Co-Founder
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Foundry Wealth Advisors, LLC
Marianne Mattran
Control person · since June 2011
- Owns 50% to 75% of Foundry Wealth Advisors, LLC
Donald Mattran
Control person · since February 2011
Foundry Wealth Advisors’ regulatory assets grew 1.5× from $108M (May 2021) to $163M (August 2026); clients rose from 53 to 66 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $163M | 66 | 4 | 1 |
| Mar 2025March 2025 | $134M | 67 | 4 | 1 |
| Mar 2024March 2024 | $125M | 69 | 4 | 1 |
| Mar 2023March 2023 | $113M | 65 | 4 | 1 |
| Apr 2022April 2022 | $121M | 65 | 4 | 1 |
| May 2021May 2021 | $108M | 53 | 3 | 1 |
Besides its headquarters, Foundry Wealth Advisors has 0 offices, with 1 listed address in 1 state.
Maryland · 1 listed address
- 921 E. Fort Avenue, Suite 310, BaltimoreHQ
Contact and registration details
- Legal name
- Foundry Wealth Advisors, LLC
- Headquarters
- 921 E. Fort Avenue, Suite 310, Baltimore, MD 21230
- Website
- foundrywealth.com
- Phone
- 443-692-8833
- @2471643
- SEC file
- 801-120987
- Structure
- Maryland LLC
- Fiscal year end
- December
Foundry Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($135M). Foundry Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $135M100%
At year end, Foundry Wealth Advisors’ separately managed accounts were mostly in stocks (63%) and funds (31%).
What the accounts hold
- Stocks63%
- Exchange-traded equities62%
- Non-exchange-traded equities1%
- Funds31%
- Cash6%
How many clients does Foundry Wealth Advisors have?
Foundry Wealth Advisors has 66 clients and manages $163 million for them, as of August 2026. They include 33 individual clients and 33 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 August 2026
What services does Foundry Wealth Advisors offer?
Foundry Wealth Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Foundry Wealth Advisors charge?
Foundry Wealth Advisors charges 0.60%–1.40% a year for its Fees for investment management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: FOUNDRY WEALTH ADVISORS PART 2 BROCHURE 8.15.2026, filed 20 August 2026
Which custodians does Foundry Wealth Advisors use?
Foundry Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $135M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 August 2026
How many financial advisors does Foundry Wealth Advisors have?
Foundry Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Foundry Wealth Advisors invest in?
At the end of its last fiscal year, Foundry Wealth Advisors’ separately managed accounts held 62% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Foundry Wealth Advisors?
Foundry Wealth Advisors’ direct owners are Marianne Mattran (50% to 75%) and Donald Mattran (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 August 2026
How does Foundry Wealth Advisors get paid?
Foundry Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Foundry Wealth Advisors?
Foundry Wealth Advisors’ main office is at 921 E. Fort Avenue, Suite 310, Baltimore, MD 21230. Its phone number is 443-692-8833. Its website is foundrywealth.com.