Foundry Wealth Group

Overview

Foundry Wealth Group is structured as a limited liability company and operates as an independent registered investment adviser focused on individual and family clients. Ownership is categorized as individual, and the firm provides traditional advisory services including financial planning, discretionary portfolio management for individuals and small businesses, and the publication of client-facing periodicals or newsletters. Its fee arrangements are flexible and include a percentage-of-AUM option alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not flagged as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices