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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fogarty Wealth Management Inc
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|---|---|
| CRD # | 283998 |
| SEC # | 801-131064 |
| CIK # | |
| AUM | $119.5 M (2025-03-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 281-403-1818 |
| Address | 4501 Cartwright Road, Missouri City, TX 77459 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 26.4 |
| (b) Individuals (high net worth individuals) | 32 | 85.8 |
| (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 | 5 | 7.3 |
| (n) Other | 0 | 0.0 |
| Total | 342 | 119.5 |
| By Discretionary | ||
| Discretionary | 342 | 119.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 342 | 119.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 118.9 | |
| Total | 342 | 119.5 |
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|---|---|---|
|
Jackson & Associates Inc
✚
|
NM | 0.1 |
|
The Musuneggi Financial Group LLC
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PA | 0.1 |
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Vanweelden Wealth Management LLC
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OH | 0.1 |
|
Goldfarb Financial Management LLC
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0.1 | |
|
Pariax LLC
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CA | 0.1 |
|
Seattle Wealth Management LLC
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WA | 0.1 |
|
AXIM Wealth Management LLC
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|
OH | 0.1 |
|
Plan2Thrive Financial LLC
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|
IA | 0.1 |
|
Shannon T Pitner and Company
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|
FL | 0.1 |
|
Dedicated Capital Advisors LLC
✚
|
CA | 0.1 |