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
- Individuals56.58%
- HNWI43.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Foguth Wealth Management, LLC operates as an independent, SEC-registered registered investment advisor that focuses on serving individual and family clients. The firm is structured as a limited liability company and is owned by an individual principal. Its business model is fee-based on a percentage of assets under management and it also operates as an insurance broker. Advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutional/business clients, pension consulting, and the selection of outside advisers. The firm also runs educational seminars and workshops. FINTRX flags Foguth as a capital allocator and indicates it is not positioned as 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 53
Drew Green
Financial AdvisorCRD 5888062
James Katikos
Financial AdvisorCRD 5151058
Paul Sullivan
InvestorCRD 4382024
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 270Active vs passive
$2.1B in ETFs
68%
$1.4B
25%
$663M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $56.3M | 998,741 | 2.70% |
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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