Fogarty Wealth Management, Inc.
Fogarty Wealth Management, Inc. is an SEC-registered mass-market adviser in Missouri City, TX with $135.3M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Fogarty Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283998, SEC 801-131064, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $135.3M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Missouri City, TX
- Employees
- 1
- Clients
- 150
- CRD
- 283998
- Ownership
- FOGARTY, FREDERICK, CHARLES
How much AUM does Fogarty Wealth Management, Inc. have?
Fogarty Wealth Management, Inc. reported $135.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Fogarty Wealth Management, Inc.?
Disclosed owners and executives of Fogarty Wealth Management, Inc. include FOGARTY, FREDERICK, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.