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FOGARTY WEALTH MANAGEMENT, INC.
CRD 283998 · SEC 801-131064
4501 CARTWRIGHT ROAD,, SUITE 101, MISSOURI CITY, TX, 77459, United States
Phone
281-403-1818
Fax
866-479-1818
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.3M
Discretionary AUM
$135.3M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $24.8M |
| High net worth individuals | 60 | $103.0M |
| Corporations/business entities | 4 | $7.5M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD