FOUNDRY WEALTH ADVISORS, LLC
CRD #300794 SEC #801-120987 BALTIMORE, MD 443-692-8833
SEC Registered Disclosures
Total AUM
$134.2M
Discretionary
$134.2M
Employees
4
Clients
101
Accounts
273
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $134.2M | $134.2M | $0 | 4 | 0 |
| Mar 2024 | $124.9M | $124.9M | $0 | 4 | 0 |
| Mar 2023 | $112.9M | $112.9M | $0 | 4 | 0 |
| Dec 2022 | $121.4M | $121.4M | $0 | 4 | 0 |
| Apr 2022 | $121.4M | $121.4M | $0 | 4 | 0 |
| Mar 2022 | $124.2M | $124.2M | $65.5K | 4 | 0 |
| May 2021 | $108.4M | $100.6M | $7.8M | 3 | 0 |
| Mar 2021 | $108.4M | $100.6M | $7.8M | 3 | 0 |
DateMar 2025
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$65.5K
Employees4
Clients0
DateMay 2021
Total AUM$108.4M
Discretionary$100.6M
Non-Disc.$7.8M
Employees3
Clients0
DateMar 2021
Total AUM$108.4M
Discretionary$100.6M
Non-Disc.$7.8M
Employees3
Clients0