FOUNDRY WEALTH ADVISORS, LLC

921 E. Fort Avenue
Suite 310
Baltimore, Maryland 21230
Tel: 443-692-8833

About FOUNDRY WEALTH ADVISORS, LLC

FOUNDRY WEALTH ADVISORS, LLC, formally registered with the SEC as FOUNDRY WEALTH ADVISORS, LLC. The firm was established in 04/29/2021. They have over 1 offices throughout the country.

FOUNDRY WEALTH ADVISORS, LLC is a Baltimore, Maryland based Financial Planning firm with nearly $124,916,551 assets under management, offering retirement planning & investment advisory services to 285 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300794
SEC#	801-120987
Assets Managed by Firm	$124,916,551
No. of Clients	285
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	285	$124,916,551
Individuals (other than high net worth individuals)	43	$17,332,684
High net worth individuals	26	$107,583,867

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