Foundry Wealth Advisors, Llc
- Regulatory AUM
- $163M
- Discretionary
- $163M
- Clients
- 66
- Avg AUM / client
- $2.5M
- Accounts
- 251
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 33 | $17.1M | 10.5% |
| High net worth individuals | 33 | $146M | 89.5% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Albert Mattran | Chief Compliance Officer, Managing Director & Co Founder | Feb 2011 (16y) | 50% – 75% | |
| Marianne Dorian Mattran | President & Co Founder | CFP | Jun 2011 (15y) | 50% – 75% |
| Kyle James Fishler | Registered representative | Jul 2020 (6y) | ||
| Lillie Celine Hughes | Registered representative | Jun 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: ALLEGED FAILURE TO SUPERVISE Status: Final Sanction Detail: SIX MONTH SUSPENSION AS PRINCIPAL Summary: ALLEGED FAILURE TO SUPERVISE
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $135M (83% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 11, 2026.
View current Form ADV (SEC/IAPD) ↗