# Fogarty Wealth Management, Inc.

> Fogarty Wealth Management, Inc. is an SEC-registered investment advisory firm in Missouri City, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 283998
- Filed as: FOGARTY WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Missouri City, TX
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283998
- AdvisorCensus page: https://advisorcensus.com/firm/fogarty-wealth-management-inc-missouri-city-tx-283998

## Quick answers

**How is Fogarty Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Fogarty Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Fogarty Wealth Management, Inc. located?**
Fogarty Wealth Management, Inc.'s principal office is in Missouri City, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Fogarty Wealth Management, Inc. registered with the SEC or a state?**
Fogarty Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 283998.

**How much does Fogarty Wealth Management, Inc. manage?**
Fogarty Wealth Management, Inc. reports $135,261,486 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Fogarty Wealth Management, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Fogarty Wealth Management, Inc.: Regulatory assets under management: $110,047,041 in the October 2024 data and $135,261,486 in the October 2026 data, up 23%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fogarty Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (60); corporations or other businesses not listed above (4).

**Which custodians does Fogarty Wealth Management, Inc. use?**
Fogarty Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.

**Does Fogarty Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283998

**Does Fogarty Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "FWM does not require a minimum open an account."

**What changed in Fogarty Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $119,497,608 to $135,261,486 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: None

> FWM does not require a minimum open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $135,261,486
- Discretionary: $135,261,486
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $24,796,656 |
| High net worth individuals | 60 | $102,987,075 |
| Corporations or other businesses not listed above | 4 | $7,477,755 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Houston, TX

### Websites listed on Form ADV (Item 1.I)
- fogartywm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $110,047,041 | 1 | August 7, 2024 |
| October 2025 | $119,497,608 | 1 | March 11, 2025 |
| October 2026 | $135,261,486 | 1 | March 6, 2026 |

Regulatory assets under management: $110,047,041 in the October 2024 data and $135,261,486 in the October 2026 data, up 23%.
Total employees: 1 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $119,497,608 to $135,261,486 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fogarty Wealth Management, Inc. (CRD 283998): Form ADV filing data as of October 2026.