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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Foundry Wealth Advisors LLC
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|---|---|
| CRD # | 300794 |
| SEC # | 801-120987 |
| CIK # | |
| AUM | $134.2 M (2025-03-27) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 443-692-8833 |
| Address | 921 E Fort Avenue Baltimore, MD 21230 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 18.7 |
| (b) Individuals (high net worth individuals) | 25 | 115.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 273 | 134.2 |
| By Discretionary | ||
| Discretionary | 273 | 134.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 273 | 134.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.2 | |
| Total | 273 | 134.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Evolution Wealth Management Inc
✚
|
FL | 0.1 |
|
Vestpointe Wealth Management LLC
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|
AZ | 0.1 |
|
W & S Management Services Inc
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NY | 0.1 |
|
Marathon Wealth Management Inc
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|
NY | 0.1 |
|
Gervais Capital Management LLC
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|
WY | 0.1 |
|
Mindoro Capital Partners LLC
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|
MA | 0.1 |
|
Forest Capital Operating Company LLC
✚
|
NC | 0.1 |
|
Kestrel Wealth Management LLC
✚
|
IN | 0.1 |
|
Hanseatic Management Services Inc
✚
|
NM | 0.1 |
|
E6 Portfolios
✚
|
UT | 0.1 |