DFX Intelligence
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.
SEC-registered adviser
Foundry Wealth Advisors, LLC
Latest filing Aug 20, 2026
First filing on the tape Mar 29, 2021 · 10 filings
SEC status approved since Apr 29, 2021
RAUM
$163M
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
100%
$163M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$40.8M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$163M as of Aug 20, 2026
Mar 30, 2022$124M then
HNW client RAUM$146M as of Aug 20, 2026
Mar 30, 2022$107M then
State-registered IARs (5.B.3)4 as of Aug 20, 2026
Mar 30, 20223 then
Employees (5.A)4 as of Aug 20, 2026
Mar 30, 20224 then
Private funds: no history
RAUM +22% over the last fiscal year+13% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Aug 20, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $40.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 17derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.4MderivedHNW RAUM over HNW clients
- Average account
- $650,956derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -1.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$146M90%
- Individuals$17.1M10%
- Individual clients
- 33reported
- HNW clients
- 33reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 251reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Marianne Dorian MattranCertified Financial Planner | Baltimore, Md | Jun 11, 2019 | 22 y | 3 |
| Donald Albert Mattran | Baltimore, Md | Jun 19, 2019 | 33 y | 3 |
| Kyle James Fishler | Baltimore, Md | Jul 24, 2020 | 13 y | 1 |
| Lillie Celine Hughes | Baltimore, Md | Jun 13, 2022 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Kyle James Fishler from Jemma Financial ServicesJul 24, 2020 · Other
- Donald Albert Mattran from Jemma Financial ServicesJun 19, 2019 · Other
- Marianne Dorian Mattran from Jemma Financial ServicesJun 11, 2019 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Jemma Financial ServicesFeb 27, 2020 · Baltimore, Md · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Albert Donald Mattran · Chief Compliance Officer, Managing Director & Co-Foundercontrolsince 02/2011 · owns 50% to 75%
- Dorian Marianne Mattran · President & Co-Foundercontrolsince 06/2011 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Baltimore, Md · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Aug 20, 2026selection of other advisers (Item 5.G.7): yes on the filing of 2026-03-25, no on the filing of 2026-08-20peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Advisory activities · 3 to 2Mar 25, 2026 to Aug 20, 2026
- Discretionary RAUM · $163M to $155MMar 25, 2026 to Aug 20, 2026
- Non-discretionary RAUM · $0 to $7.9MMar 25, 2026 to Aug 20, 2026
- Accounts · 273 to 251Mar 27, 2025 to Mar 25, 2026
- HNW clients · 25 to 33Mar 27, 2025 to Mar 25, 2026
- Individual clients · 42 to 33Mar 27, 2025 to Mar 25, 2026
- Financial planning clients · 101-250 to 51-100Mar 27, 2025 to Mar 25, 2026
- Discretionary RAUM · $134M to $163MMar 27, 2025 to Mar 25, 2026
- HNW RAUM · $116M to $146MMar 27, 2025 to Mar 25, 2026
- Individual RAUM · $18.7M to $17.1MMar 27, 2025 to Mar 25, 2026
- RAUM · $134M to $163MMar 27, 2025 to Mar 25, 2026
- Accounts · 285 to 273Mar 20, 2024 to Mar 27, 2025
- HNW clients · 26 to 25Mar 20, 2024 to Mar 27, 2025
- Individual clients · 43 to 42Mar 20, 2024 to Mar 27, 2025
- Assets in custody · 921167.0 to unsetMar 20, 2024 to Mar 27, 2025
- Custody of client assets · true to falseMar 20, 2024 to Mar 27, 2025
- Financial planning clients · 51-100 to 101-250Mar 20, 2024 to Mar 27, 2025
- Discretionary RAUM · $125M to $134MMar 20, 2024 to Mar 27, 2025
- HNW RAUM · $108M to $116MMar 20, 2024 to Mar 27, 2025
- Individual RAUM · $17.3M to $18.7MMar 20, 2024 to Mar 27, 2025
- RAUM · $125M to $134MMar 20, 2024 to Mar 27, 2025
- Accounts · 266 to 285Mar 21, 2023 to Mar 20, 2024
- HNW clients · 23 to 26Mar 21, 2023 to Mar 20, 2024
- Individual clients · 42 to 43Mar 21, 2023 to Mar 20, 2024
- Assets in custody · $1.2M to $921,167Mar 21, 2023 to Mar 20, 2024
- Discretionary RAUM · $113M to $125MMar 21, 2023 to Mar 20, 2024
- HNW RAUM · $96.9M to $108MMar 21, 2023 to Mar 20, 2024
- Individual RAUM · $16.1M to $17.3MMar 21, 2023 to Mar 20, 2024
- RAUM · $113M to $125MMar 21, 2023 to Mar 20, 2024
- Accounts · 247 to 266Dec 3, 2022 to Mar 21, 2023
- Advisory employees · 3 to 4Dec 3, 2022 to Mar 21, 2023
- State-registered IARs · 3 to 4Dec 3, 2022 to Mar 21, 2023
- Discretionary RAUM · $121M to $113MDec 3, 2022 to Mar 21, 2023
- HNW RAUM · $105M to $96.9MDec 3, 2022 to Mar 21, 2023
- Individual RAUM · $16.5M to $16.1MDec 3, 2022 to Mar 21, 2023
- RAUM · $121M to $113MDec 3, 2022 to Mar 21, 2023
- Accounts · 231 to 247Mar 30, 2022 to Apr 25, 2022
- HNW clients · 21 to 23Mar 30, 2022 to Apr 25, 2022
- Individual clients · 44 to 42Mar 30, 2022 to Apr 25, 2022
- Assets in custody · unset to 1179660.0Mar 30, 2022 to Apr 25, 2022
Signals
1 dated events
- Foundry Wealth Advisors, Llc filed its initial SEC registration (Form ADV)Mar 29, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@foundrywealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 443-692-8833reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/2471643/adminreportedpublic record, Form ADV, Sep 17, 2026
- Website
- foundrywealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 443-692-8833reportedpublic record, Form ADV, Aug 20, 2026
- Contact form
- foundrywealth.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- foundrywealth.com/who-we-arereportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $40.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026