FOGARTY WEALTH MANAGEMENT, INC.
CRD #283998 SEC #801-131064 MISSOURI CITY, TX 281-403-1818
SEC Registered
Total AUM
$119.5M
Discretionary
$119.5M
Employees
1
Clients
0
Accounts
342
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FOGARTY, FREDERICK, CHARLES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FOGARTY, FREDERICK, CHARLES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (2)
LA TX
Address
4501 CARTWRIGHT ROAD,SUITE 101
MISSOURI CITY, TX 77459
United States
Phone: 281-403-1818