FOUNDRY WEALTH ADVISORS, LLC

Overview

Foundry Wealth Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2021 and focuses on serving individual and family clients. The firm operates as a discretionary portfolio manager for most assets, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers as a core part of its service mix. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, giving flexibility for different client needs. Investment activity centers on liquid public equities as the primary allocation, with a clear tilt toward exchange-traded securities. The firm also acts as a capital allocator into third-party managers, using private equity, hedge funds and private placements to supplement public market exposure. Foundry does not position itself as an active ESG investor and is not registered as a multi-state adviser; its business footprint is relatively compact but structured to deliver both planning and discretionary management for high-net-worth individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices