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FOUNDRY WEALTH ADVISORS, LLC

BALTIMORE, MD · CRD 300794 · IAPD ↗ · foundrywealth.com · 443-692-8833

$163.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — FOUNDRY WEALTH ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — FOUNDRY WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.