SourcingSourcing

FOUNDRY WEALTH ADVISORS, LLC

C39
CRD 300794·SEC 801-120987·BALTIMORE, MD
AUM
$163.4M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$490K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FOUNDRY WEALTH ADVISORS, LLC
CRD
300794
SEC file #
801-120987
EIN
—
DBA names
—

Economics

AUM
$163.4M
AUM band
$100M-$500M
AUM trajectory
'22'26
$108.4M → $163.4M▲ +51%
Client mix
Individuals High Net Worth33
Individuals Other33

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
3 advisors → 4 advisors▲ +33%
Primary office
BALTIMORE MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/2471643/admin(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MATTRAN, DONALD, ALBERT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MATTRAN, DONALD, ALBERT
MATTRAN, MARIANNE, DORIAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:foundry.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2783
Soi Zip Pct 200k Plus
0.0974
Soi Zip Returns 200k Plus
1810
Soi Zip Total AGI
1,810,592
Fdic Zip Total Deposits
18,198,200,000
Fdic Zip Branch Count
329
Fdic Zip Top Banks
Bank of America, National Association
Manufacturers and Traders Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
NationsBank, National AssociationBaltimore, MD
NationsBank, National AssociationBaltimore, MD
Fdic Zip HHI
3879.04
Fdic Zip Top Bank Share Pct
60.83
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI50,158
Returns4,180
Stub 2
AGI137,152
Returns3,700
Stub 3
AGI202,042
Returns3,250
Soi Zip Total Business Income
45,391
Soi Zip Total Cap Gains
56,068
Soi Zip Total Dividends
34,400
Soi Zip Total Returns
18,580
Top Owner CRD
2342760
Trust Company Affiliate
No

People (4)

4
MATTRAN, MARIANNE, DORIAN
IAR · Direct Owner · 62.5%
4806813
MATTRAN, DONALD, ALBERT
IAR · Direct Owner · 62.5%
2342760
Lillie Celine Hughes
IAR
7538105
Kyle James Fishler
IAR
6980585