Foundry Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Baltimore, MD. Its latest Form ADV filing, dated March 25, 2026, reports $163M in regulatory assets under management, 4 employees, and 251 accounts.
Assets Under Management
$163M
Employees
4
Offices
--
Total Clients
66
Primary office
BALTIMORE, MD
921 E. FORT AVENUE, SUITE 310, BALTIMORE, MD, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
33
2
HNWI
50.0%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$163Mas of March 25, 2026
Discretionary100.0%
$163M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$163M
Total Accounts251
10Y AUM Change+$55M (+50.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee17:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.