RIA Intelligence

FOUNDRY WEALTH ADVISORS, LLC

CRD #300794 SEC #801-120987 BALTIMORE, MD 443-692-8833
SEC Registered Disclosures
Total AUM
$134.2M
Discretionary
$134.2M
Employees
4
Clients
101
Accounts
273
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
Maryland
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MATTRAN, DONALD, ALBERTICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR & CO-FOUNDERD Control
MATTRAN, DONALD, ALBERTICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR & CO-FOUNDERD Control
MATTRAN, DONALD, ALBERTICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR & CO-FOUNDERD Control
MATTRAN, DONALD, ALBERTICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR & CO-FOUNDERD Control
MATTRAN, DONALD, ALBERTICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR & CO-FOUNDERD Control
MATTRAN, DONALD, ALBERTICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR & CO-FOUNDERD Control
MATTRAN, DONALD, ALBERTICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR & CO-FOUNDERD Control
MATTRAN, DONALD, ALBERTICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR & CO-FOUNDERD Control
MATTRAN, MARIANNE, DORIANIPRESIDENT & CO-FOUNDERD Control
MATTRAN, MARIANNE, DORIANIPRESIDENT & CO-FOUNDERD Control
MATTRAN, MARIANNE, DORIANIPRESIDENT & CO-FOUNDERD Control
MATTRAN, MARIANNE, DORIANIPRESIDENT & CO-FOUNDERD Control
MATTRAN, MARIANNE, DORIANIPRESIDENT & CO-FOUNDERD Control
MATTRAN, MARIANNE, DORIANIPRESIDENT & CO-FOUNDERD Control
MATTRAN, MARIANNE, DORIANIPRESIDENT & CO-FOUNDERD Control
MATTRAN, MARIANNE, DORIANIPRESIDENT & CO-FOUNDERD Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (5)

CT FL MD NE TX

Address

921 E. FORT AVENUE
SUITE 310
BALTIMORE, MD 21230
United States
Phone: 443-692-8833