Overview
Assets Under Management: $440 million
Headquarters: BRIGHTON, MI
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Frequently Asked Questions
FOGUTH WEALTH MANAGEMENT, LLC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327434), FOGUTH WEALTH MANAGEMENT, LLC. is subject to fiduciary duty under federal law.
FOGUTH WEALTH MANAGEMENT, LLC. is headquartered in BRIGHTON, MI.
FOGUTH WEALTH MANAGEMENT, LLC. serves 61 high-net-worth clients according to their SEC filing dated May 08, 2025. View client details ↓
According to their SEC Form ADV, FOGUTH WEALTH MANAGEMENT, LLC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FOGUTH WEALTH MANAGEMENT, LLC. manages $440 million in client assets according to their SEC filing dated May 08, 2025.
According to their SEC Form ADV, FOGUTH WEALTH MANAGEMENT, LLC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.26
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,683
Discretionary Accounts: 3,597
Non-Discretionary Accounts: 86
Regulatory Filings
CRD Number: 327434
Filing ID: 1988432
Last Filing Date: 2025-05-08 14:46:00
Website: https://foguthfinancial.com