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Foundry Wealth Advisors, LLC

Headquartered in BALTIMORE, MD

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Firm Information

Foundry Wealth Advisors, LLC is an investment advisor registered with the SEC and based in Baltimore, Maryland. The firm provides financial planning and portfolio management for individuals and families. Foundry Wealth Advisors manages approximately $124,916,551 in assets for 285 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm also offers selection of other advisors as an advisory service.

Foundry Wealth Advisors, LLC

921 E. FORT AVENUE

BALTIMORE, MD 21230

$124.92M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FOUNDRY WEALTH ADVISORS, LLC has a total of 1 branch locations across the country.
location

BALTIMORE, MD

Advisors at Foundry Wealth Advisors, LLC

View All 4 Advisors
Unclaimed
Marianne Dorian Mattran

CFP®, RA

BALTIMORE, MD

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Donald Albert Mattran

RA

BALTIMORE, MD

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Unclaimed
Kyle James Fishler

RA

BALTIMORE, MD

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Unclaimed
Lillie Celine Hughes

RA

BALTIMORE, MD

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Disclosures

There are no public disclosures for Foundry Wealth Advisors, LLC.

Frequently Asked Questions (6)

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