# Fogarty Wealth Management

Fogarty Wealth Management is a Multi Family Office based in Missouri City, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Missouri City, United States
- **Region:** North America
- **Address:** Missouri City, TX, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** fogartywm.com

## Regulatory record

- **CRD number:** 283998
- **SEC file number:** 801-131064
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-06T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283998

## About

Fogarty Wealth Management was established in 2016 in Missouri City, Texas, providing financial planning and investment advisory services to individuals and high-net-worth families. The firm operates as a registered investment advisor, with a service model built around personalized wealth management rather than institutional or pooled fund structures. The firm's investment approach integrates portfolio management with comprehensive financial planning, spanning asset allocation, retirement income modeling, and tax-efficiency analysis. Fogarty constructs client portfolios using a mix of equity and fixed-income vehicles, tilting toward low-cost, rules-based exposure. Client assets are typically held in separately managed accounts at custodial platforms, with the firm exercising discretion over allocation and rebalancing. Fogarty Wealth Management is headquartered in Missouri City, serving a regional client base concentrated in the greater Houston metropolitan area. As a boutique RIA, the firm's advisor headcount and aggregate assets under management are not publicly disclosed. No affiliated charitable foundations, venture arms, or real-asset vehicles are known. The firm's structural differentiator is its embeddedness in a specific suburban Texas community, operating as a local planning-centric practice rather than a multi-city aggregator or institutional platform. For families in the Sugar Land and Missouri City corridor, Fogarty provides continuity across tax, estate, and investment decisions without the turnover or product-push incentives common at larger wealth management franchises.

## Questions

### What services does Fogarty Wealth Management provide?

Fogarty offers financial planning, portfolio management, and wealth management services. Its planning work spans retirement projections, tax-aware withdrawal strategies, and insurance reviews. The firm operates as a registered investment advisor, meaning it is held to a fiduciary standard when advising clients.

### Who is the firm's typical client?

Fogarty primarily serves individuals and high-net-worth families in the greater Houston area. The firm's communications emphasize retirees, pre-retirees, and professionals seeking coordinated investment and planning advice rather than standalone money management.

### How is Fogarty Wealth Management structured?

The firm is a registered investment advisor based in Missouri City, Texas. It is not a broker-dealer and does not maintain proprietary investment products, which positions it to construct portfolios using third-party custodians and market-based instruments.

### Does Fogarty participate in private investments or venture deals?

There is no public record of Fogarty offering private equity, venture capital, or direct co-investment programs. The firm's known focus is on publicly traded securities, fixed income, and planning-centric allocation rather than illiquid alternative assets.

### What geographic region does Fogarty serve?

The firm is based in Missouri City, Texas, and its practice is concentrated on clients in the Sugar Land, Missouri City, and broader Houston metropolitan corridor. It does not appear to maintain offices outside this region.

## Related profiles

- [FocusPoint Solutions](https://altss.com/profile/focuspoint-solutions)
- [Foguth Wealth Management](https://altss.com/profile/foguth-wealth-management)

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Last updated: 2026-07-06T01:24:16.788Z

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