Overview
Assets Under Management: $135 million
Headquarters: MISSOURI CITY, TX
High-Net-Worth Clients: 60
Average Client Assets: $1.7 million
Frequently Asked Questions
FOGARTY WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283998), FOGARTY WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
FOGARTY WEALTH MANAGEMENT, INC. is headquartered in MISSOURI CITY, TX.
FOGARTY WEALTH MANAGEMENT, INC. serves 60 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, FOGARTY WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FOGARTY WEALTH MANAGEMENT, INC. manages $135 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, FOGARTY WEALTH MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.14%
Average Client Assets: $1.7 million
Total Client Accounts: 339
Discretionary Accounts: 339
Regulatory Filings
CRD Number: 283998
Filing ID: 2057920
Last Filing Date: 2026-03-06 14:48:20