RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Donald Albert Mattran
- Title
- Managing Partner & Co-Founderreportedfoundrywealth.comfirm site, Sep 16, 2026
- Designations
- MBAreportedfoundrywealth.comas printed on the bio page, Sep 16, 2026
- Founder
- “Managing Partner & Co-Founder”reportedfoundrywealth.comthe sentence on the bio page
- Partner or owner
- “Managing Partner & Co-Founder”reportedfoundrywealth.comthe sentence on the bio page
- Investment committee
- “As Foundry Wealth Advisors’ Investment Committee Chair, he oversees portfolio construction and asset allocation strategies.”reportedfoundrywealth.comthe sentence on the bio page
- Professional profile
- foundrywealth.com/donald-mattran-jrreportedfoundrywealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Foundry Wealth Advisors, LLC independent RIA currentsince Jun 19, 2019 · Baltimore, Md
- Jemma Financial Services independent RIAOct 28, 2016 to Feb 27, 2020 · Baltimore, Md
- Realta Investment Advisors, Inc BD affiliatedApr 7, 2011 to Sep 26, 2016 · Wilmington, De
- Suntrust Investment Services, Inc. formerNov 6, 2002 to May 24, 2010 · Bel Air, Md
- Jemma Financial Services to Foundry Wealth Advisors, LLCleft Feb 27, 2020, registered Jun 19, 2019 (-253 days) · Other · moved with a team
- Realta Investment Advisors, Inc to Jemma Financial Servicesleft Sep 26, 2016, registered Oct 28, 2016 (32 days) · Other · moved with a team
- Suntrust Investment Services, Inc. to Realta Investment Advisors, Incleft May 24, 2010, registered Apr 7, 2011 (318 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address