PPrivate Fund Data Log in Join · $37/mo

Fogarty Wealth Management, Inc.

● SEC registered since 2024CRD 283998SEC# 801-131064Missouri City, TX
Export (members)
Reg. AUM
$119.5M
Employees
1
Accounts
342
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 $119.5 million in regulatory assets under management and employs 1 people.
www.fogartywm.comView on SEC.gov ↗

Fogarty Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Frederick Charles Fogarty ControlPresident/Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Fogarty Wealth Management, Inc. manage?

Fogarty Wealth Management, Inc. reports $119.5 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

Address4501 Cartwright Road,, Suite 101, Missouri City, TX 77459
Phone281-403-1818
Fax866-479-1818
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$119.5M
Non-discretionary$0
Total (RAUM)$119.5M