Wealth manager, independent · Brighton, MI
Foguth Wealth Management, LLC.
SEC-registered investment adviser · CRD 327434 · SEC 801-128714
At a glance
Foguth Wealth Management, LLC. is an SEC-registered investment adviser based in Brighton, Michigan, with $1.1B in regulatory assets under management as of its Form ADV filed August 25, 2026. It reports 2,690 individual clients, 255 of them high-net-worth, holding an average of about $0.4 million each, and 88 employees. That ranks it 1031st among the nation’s 5,657 independent wealth management RIAs and 29th of 178 in Michigan. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
New to the $1 billion list this month. This month’s movers →
Main office 810-522-5650foguthfinancial.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #1,031 of 5,657
- Rank among all SEC RIAs
- #5,167 of 17,210
- Rank in Michigan
- #29 of 178
- Individual clients
- 2,690
- High-net-worth clients
- 255
- Accounts
- 6,768
- Discretionary
- 99% of AUM
- Employees
- 88
- Advisory staff
- 32
- Offices
- 16
Owners and executives on its Form ADV
- Michael FoguthCEO
- Anthony J. EndressChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Foguth Wealth Management, LLC. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 2,435 | $605M | 57% |
| High-net-worth individuals | 255 | $465M | 43% |
Disciplinary disclosures
Foguth Wealth Management, LLC. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗foguthfinancial.com ↗
AtlasMembers
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 3,375 peers of its type and size
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- Owners and executives, with titles and stakes
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Michigan
All of Michigan →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Provident Investment Management, Inc.Novi | $1.1B | 318 |
| LVZ, Inc.Holland | $1.1B | 2,438 |
| Financial Advisory CorporationGrand Rapids | $1.1B | 258 |
| Isto Advisors, LLCTroy | $1.1B | 358 |
| William Mack & Associates IncTroy | $1.0B | 952 |
| Asset Allocation Strategies, LLCFarmington | $1.0B | 4,363 |
Background
Questions
How much does Foguth Wealth Management, LLC. manage?
Foguth Wealth Management, LLC. reports $1.1B in regulatory assets under management across 6,768 accounts, 99% of it on a discretionary basis, on its Form ADV filed August 25, 2026.
How many clients does Foguth Wealth Management, LLC. have?
It reports 2,690 individual clients: 255 high-net-worth individuals and 2,435 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Foguth Wealth Management, LLC. headquartered?
Its main office is in Brighton, Michigan. It reports 16 offices in total and 88 employees, 32 of whom perform investment advisory functions.
How does Foguth Wealth Management, LLC. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Foguth Wealth Management, LLC. use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed August 25, 2026, it reports these amounts held: Charles Schwab ($427M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Foguth Wealth Management, LLC. a hybrid RIA with a broker-dealer?
Foguth Wealth Management, LLC. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Foguth Wealth Management, LLC. a fiduciary?
As an SEC-registered investment adviser, Foguth Wealth Management, LLC. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Foguth Wealth Management, LLC.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →