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| Fogarty Wealth Management Inc
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| |
|---|---|
| CRD # | 283998 |
| SEC # | 801-131064 |
| CIK # | |
| AUM | $110.0 MM (2024-08-07) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 281-403-1818 |
| Address | 4501 Cartwright Road, Missouri City, TX 77459 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 31.8 |
| (b) Individuals (high net worth individuals) | 29 | 73.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 360 | 110.0 |
| By Discretionary | ||
| Discretionary | 360 | 110.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 360 | 110.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.0 | |
| Total | 360 | 110.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Faith Investor Services LLC
✚
|
TX | 0.1 |
|
Claremont Financial Group Inc
✚
|
CA | 0.1 |
|
Chicago Capital Management Advisors LLC
✚
|
IL | 0.1 |
|
Johnson Dunn Capital Advisors Inc
✚
|
FL | 0.1 |
|
RIA Wealth Advisors LLC
✚
|
TX | 0.1 |
|
Intentional Retirement LLC
✚
|
NE | 0.1 |
|
Connective Portfolio Management LLC
✚
|
NY | 0.1 |
|
Maiden Cove Capital LLC
✚
|
ME | 0.1 |
|
LD Lowe Wealth Advisory Inc
✚
|
TX | 0.1 |
|
Davis Financial Management Inc
✚
|
KS | 0.1 |