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Chief Compliance Officer, Managing Director & Co-Founder · Foundry Wealth Advisors, LLC

Donald A. Mattran

CRD 2342760 · Named on Form ADV at one SEC-registered adviser

At a glance

Foundry Wealth Advisors, LLC, an SEC-registered wealth manager based in Baltimore, MD with $163 million in regulatory assets, lists Donald A. Mattran on its Form ADV as Chief Compliance Officer, Managing Director & Co-Founder, a control person.

Firms and roles

  • Foundry Wealth Advisors, LLCChief Compliance Officer, Managing Director & Co-FounderWealth manager · Baltimore, MD · $163M in regulatory assets

AtlasMembers

Donald’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.