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| Keyboard |
| Fogarty Wealth Management Inc
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|
|---|---|
| CRD # | 283998 |
| SEC # | 801-131064 |
| CIK # | |
| AUM | 135.3 M (2026-03-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 281-403-1818 |
| Address | 4501 Cartwright Road, Missouri City, TX 77459 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 24.8 |
| (b) Individuals (high net worth individuals) | 60 | 103.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 7.5 |
| (n) Other | 0 | 0.0 |
| Total | 339 | 135.3 |
| By Discretionary | ||
| Discretionary | 339 | 135.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 339 | 135.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 134.6 | |
| Total | 339 | 135.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Global Financial Planning Group LLC
✚
|
MI | 135.3 M |
|
Keller Financial Group Inc
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PA | 135.3 M |
|
Chicago Capital Management Advisors LLC
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IL | 135.2 M |
|
Sparrow Wealth Management Inc
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FL | 135.2 M |
|
Crystal Cove Asset Management LLC
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CA | 135.2 M |
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PSC Financial LLC
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|
Colton Wealth Management
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CA | 135.1 M |
|
Aluman Inc
✚
|
135.0 M | |
|
Bay Cliadakis & Associates LLC
✚
|
CA | 135.0 M |
|
JRS Wealth Management LLC
✚
|
UT | 135.0 M |