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, fee-based registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm serves individual and family clients and charges advisory fees as a percentage of assets under management. It combines traditional financial planning and discretionary portfolio management for individuals, small businesses and institutional clients with insurance-brokerage activity. Foguth identifies itself as a capital allocator and includes selection of other advisers and pension consulting among its advisory offerings. Filings indicate the firm is not an active ESG investor.
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 46
Sheila 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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