MISSOURI CITY, TXCRD 283998Latest ADV March 6, 2026
Fogarty Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Missouri City, TX. Its latest Form ADV filing, dated March 6, 2026, reports $135M in regulatory assets under management, 1 employee, 1 office, and 339 accounts.
Assets Under Management
$135M
Employees
1
Offices
1 office
Total Clients
150
Primary office
MISSOURI CITY, TX
4501 CARTWRIGHT ROAD, SUITE 101, MISSOURI CITY, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.3% of total clients.
Top client categories% of clientsClients
1
Individuals
57.3%
86
2
HNWI
40.0%
60
3
Corporations
2.7%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of March 6, 2026
Discretionary100.0%
$135M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$135M
Total Accounts339
10Y AUM Change+$25M (+22.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee150:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.