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FOUNDRY WEALTH ADVISORS, LLC
CRD 300794 · SEC 801-120987
921 E. FORT AVENUE, SUITE 310, BALTIMORE, MD, 21230, United States
Phone
443-692-8833
Fax
410-752-4530
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$163.4M
Discretionary AUM
$163.4M
Team
4 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $17.1M |
| High net worth individuals | 33 | $146.3M |
States served
MD, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD