Foundry Financial

Foundry Financial

Foundry Financial was established in Los Angeles in 2019 as a registered investment advisor. The firm was built to serve high-net-worth individuals, institutions, and corporations with a consolidated suite of wealth management services. Rather than operating as a single-family office or a pure asset gatherer, Foundry Financial positions itself as a multi-disciplinary advisory practice combining investment management, financial planning, retirement planning, and tax planning. The firm's investment approach spans public equities, fixed income, and private market allocations, though specific portfolio holdings are not publicly disclosed. Foundry Financial's client base includes individuals with complex balance sheets, corporate retirement plans, and institutional accounts. The firm's service architecture — folding tax planning directly into the investment process — reflects a common structure among advisors targeting clients with significant illiquid assets or liquidity events. Geographic focus lands primarily on the Western United States, with Los Angeles serving as the sole office location. Foundry Financial operates as a boutique advisory practice. The firm's team size, total assets under management, and specific principals have not been publicly disclosed. While no adjacent vehicles such as philanthropic foundations or real-asset arms have been announced, the firm's registration as a registered investment advisor subjects it to SEC regulatory oversight and fiduciary standards. Its organizational structure remains lean, with no additional offices beyond the Los Angeles headquarters. As a registered investment advisor founded in the post-Dodd-Frank era, Foundry Financial operates under a fiduciary standard that legally requires it to place client interests ahead of its own — a structural differentiator from broker-dealer models that remain widespread in US wealth management. The firm's integration of tax planning as a core advisory function, rather than an outsourced afterthought, positions it to serve clients navigating concentrated stock positions, business exits, and inter-generational wealth transfers.