FOGUTH WEALTH MANAGEMENT, LLC.
Firm details
- Headquarters
- BRIGHTON, Michigan
- CRD number
- 327434
- Registered since
- September 12, 2023
- Website
- foguthfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals55.56%
- HNWI44.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Foguth Wealth Management, LLC is an independent registered investment adviser set up as an LLC and SEC-registered in 2023. The firm operates as a fee-for-assets adviser (percentage of AUM) focused on individual and family clients, and it also provides insurance brokerage services. Its advisory menu includes financial planning, portfolio management for individuals/small businesses and for institutions, pension consulting, and the selection of third-party advisers — the last point reflecting its role as a capital allocator. The firm is not identified as an active ESG investor in the snapshot provided.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities9%
- Cash & Cash Equivalents6%
- Other6%
- Private Funds1%
Contacts
3 of 43SHEILA MALONEY
Financial AdvisorCRD 7718121
Caleb Hug
Financial RepresentativeCRD 8050478
WILLIAM CAMPBELL
Financial AdvisorCRD 6589543
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 152Active vs passive
$1B in ETFs
69%
$691M
25%
$309M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| NEOS S&P 500(R) HIGH INCOME ETF (SPYI) | NEOS | Active | Derivative Income | $65.4M | 1,214,307 | 6.54% |
Location
BRIGHTON, MI
LIVINGSTON
Location
BRIGHTON, MI
Headquartered in BRIGHTON, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- LIVINGSTON
- Address
- 325 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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