FOGARTY WEALTH MANAGEMENT, INC.

FOGARTY WEALTH MANAGEMENT, INC. of MISSOURI CITY, TX is an SEC-registered investment adviser (CRD 283998). Regulatory assets under management: $135.3M.

Registration

• CRD: 283998
• SEC file number: 801-131064
• Type: Registered investment adviser
• Location: 4501 CARTWRIGHT ROAD,, SUITE 101, MISSOURI CITY, TX, 77459
• Phone: 281-403-1818
• Latest filing: 2026-03-06
• Regulatory AUM: $135.3M
• Discretionary AUM: $135.3M
• Clients: 1
• Accounts: 339

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283998 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search