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FOGARTY WEALTH MANAGEMENT, INC.

MISSOURI CITY, TX · CRD 283998 · IAPD ↗ · fogartywm.com · 281-403-1818

$135.3MRegulatory AUM
1Advisory reps
1Employees
1Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2024 — FOGARTY WEALTH MANAGEMENT, INC. (MISSOURI CITY, TX) is newly SEC-registered with $110.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.