{"url":"https://nivawealth.com/firms/foundry-wealth-advisors-300794","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/300794","regulatoryAum":163390033,"crd":"300794","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6980585","suffix":null,"lastName":"Fishler","firstName":"Kyle","middleName":"James"},{"crd":"2342760","suffix":"JR","lastName":"MATTRAN","firstName":"DONALD","middleName":"ALBERT"},{"crd":"4806813","suffix":null,"lastName":"MATTRAN","firstName":"MARIANNE","middleName":"DORIAN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-28","regulatoryAum":108404952,"clients":53,"employees":3,"offices":1},{"filedOn":"2022-04-25","regulatoryAum":121389412,"clients":65,"employees":4,"offices":1},{"filedOn":"2023-03-21","regulatoryAum":112932850,"clients":65,"employees":4,"offices":1},{"filedOn":"2024-03-20","regulatoryAum":124916551,"clients":69,"employees":4,"offices":1},{"filedOn":"2025-03-27","regulatoryAum":134245393,"clients":67,"employees":4,"offices":1},{"filedOn":"2026-08-20","regulatoryAum":163390033,"clients":66,"employees":4,"offices":1}],"secFileNumber":"801-120987","legalName":"Foundry Wealth Advisors, LLC","displayName":"Foundry Wealth Advisors","slug":"foundry-wealth-advisors-300794","website":"https://foundrywealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/300794/c3f954e12e039a92-r1.webp","tone":"light","width":750,"height":200,"sourceUrl":"https://foundrywealth.com","sourceLabel":"Foundry Wealth Advisors, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/2471643/admin/","founded":null,"organization":"Maryland limited liability company","fiscalYearEnd":"December","headquarters":{"street":"921 E. 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Fort Avenue, Suite 310","city":"Baltimore","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"443-692-8833","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":62},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":31},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"20 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/300794/PDF/300794.pdf","brochureDate":"20 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055554","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Foundry Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Foundry Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Foundry Wealth Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Foundry Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Foundry Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Foundry Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Foundry Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Foundry Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Foundry Wealth Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}