F
$135.3M Total AUM
$135.3M Disc. AUM
-- 3Y CAGR
1 Employees
151 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Fusion frontier
- Established Date
- 07-28-2016
- Office Locations
- 1
Office Locations
4501 Cartwright Road, Suite 101 Missouri City TX
About Fogarty Wealth Management, Inc.
Fogarty Wealth Management, Inc. is a Texas-based boutique RIA providing financial planning and portfolio management focused on investing, retirement planning, insurance, legacy planning, and wealth preservation. The firm uses diversified allocations that can include mutual funds and ETFs, with planning support around taxes, estate considerations, and 529 plans. Custody includes Charles Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$135.3M AVG AUM / ADVISOR
$895.8K AVG AUM / CLIENT
10 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Momentum Fusion Value capital
Client Personas
Peak
Custodian
Zenith summit Crest Radial optima Alpha oak Prime vertex
Investment Themes
Quantum Insight value Pathway Delta pioneer
Investment Vehicles
Oak
Services
Atlas focus Value Beacon insight Focus Matrix horizon Foundation ridge Pathway North eagle Vital
Technology
Prime
Owner & Executives
FREDERICK CHARLES FOGARTY
Chief Compliance Officer, President
- CRD
- #4341136
- Ownership
- 75% or more
(982) 666-3172
pioneer.frontier@legacycapital.com
in linkedin.com/in/zenith-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,261,486 | $399,001 |
| Non-Discretionary | $0 | -- |
| Total | $135,261,486 | $399,001 |
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Separately Managed Accounts
Total SMA Asset: $135,261,486
Public Funds:
7.2% Equity - Exchange:
18.1% Cash:
33.0% Corporate - Investment Grade:
6.5% Municipal Bonds:
28.4% Other:
6.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $616,848,168 | 7.2% |
| Equity - Exchange | $1,550,687,756 | 18.1% |
| Cash | $2,827,220,770 | 33.0% |
| Corporate - Investment Grade | $556,876,818 | 6.5% |
| Municipal Bonds | $2,433,123,329 | 28.4% |
| Other | $582,578,826 | 6.8% |
| Total | $8,567,335,667 | 100.0% |