Foundry Financial LLC
Foundry Financial LLC is an SEC-registered wealth manager in Pasadena, CA with $232.6M assets under management (AUM, regulatory AUM), +122% over one year. See who owns Foundry Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300122, SEC 801-133770, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $232.6M (2026-06-16)
- Firm type
- Wealth Manager
- Location
- Pasadena, CA
- Employees
- 10
- Clients
- 184
- CRD
- 300122
- Ownership
- Lum, Kevin, D
How much AUM does Foundry Financial LLC have?
Foundry Financial LLC reported $232.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Foundry Financial LLC?
Disclosed owners and executives of Foundry Financial LLC include Lum, Kevin, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.