Fogarty Wealth Management, Inc.
● SEC registered since 2024CRD 283998SEC# 801-131064Missouri City, TX
Reg. AUM
$135.3M
Employees
1
Accounts
339
Location
Missouri City, TX
Fogarty Wealth Management, Inc. assets under management
Fogarty Wealth Management, Inc. operates as an SEC-registered investment adviser based in Missouri City, TX. The firm has been registered since 2024. It reports $135.3 million in regulatory assets under management and employs 1 people.
Fogarty Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frederick Charles Fogarty Control | President/Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Fogarty Wealth Management, Inc. manage?
Fogarty Wealth Management, Inc. reports $135.3 million in regulatory assets under management on its Form ADV.
How many employees does Fogarty Wealth Management, Inc. have?
Fogarty Wealth Management, Inc. reports 1 employees.
Where is Fogarty Wealth Management, Inc. located?
Fogarty Wealth Management, Inc. is based in Missouri City, TX and has been SEC-registered since 2024.
Does Fogarty Wealth Management, Inc. disclose fund performance?
Fogarty Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4501 Cartwright Road,, Suite 101, Missouri City, TX 77459 |
| Phone | 281-403-1818 |
| Fax | 866-479-1818 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$135.3M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$135.3Mregulatory AUM
Discretionary $135.3M