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Fogarty Wealth Management, Inc.

EST. AUM
$135,261,486

CONTACTS

CLIENT ACCOUNTS
339

Firm Details

Metro area Houston
CRD Number 283998
Website fogartywm.com
Client types

Overview

Fogarty Wealth Management, Inc. is an independent, fee-only Registered Investment Adviser (RIA) founded in 2016 and headquartered in the United States. Led by Frederick Charles Fogarty, RFC®, AIF®, the firm provides personalized wealth management, investment advisory, and financial planning services to individuals, pre-retirees, business owners, and families. Operating under a fiduciary standard, Fogarty Wealth Management delivers objective, commission-free financial guidance with customized investment strategies tailored to each client's goals, cash flow needs, and risk tolerance. Its investment philosophy emphasizes personalized portfolio management, disciplined asset allocation, and long-term wealth preservation to help clients achieve lasting financial security.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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