FOGUTH WEALTH MANAGEMENT, LLC.
Latest filing: Mar 27, 2025 (90 days ago)
AUM
$439,609,115
86% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
75
79% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
BRIGHTON, MI
325 W. MAIN ST., BRIGHTON, MI, UNITED STATES, 48116
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,502 | $0.3 |
| Average Individual AUM | $215,820 | |
| HNW | 61 | $0.1 |
| Average HNW AUM | $1,892,572 | |
| Retail Total | 1,563 | $0.4 |
| Average Retail AUM | $281,260 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 10% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 78% | $0.3 |
| Other Pools | 1% | $0.0 |
| Cash | 9% | $0.0 |
| Other | 2% | $0.0 |
| Total | 100% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
17 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| KATIE GUSHEN | BRIGHTON | MI | S65|2023-05-01 | ||||||
| CHARLEEN MAUNE | BRIGHTON | MI | S66|2021-11-23 | ||||||
| CHARLES DILLON | BRIGHTON | MI | S65|2018-08-27|S63|2018-06-15 | ||||||
| JEREMY MCMULLEN | BRIGHTON | MI | S65|2022-12-31 | ||||||
| MICHAEL MAISNER | BRIGHTON | MI | S66|2017-06-04 | ||||||
| JEFFREY NEWSOME | BRIGHTON | MI | S65|2021-07-30 | ||||||
| JOSEPH WILKINSON | BRIGHTON | MI | S66|2017-06-27|S63|2013-10-31 | ||||||
| BRADLEY VEY | BRIGHTON | MI | S65|2014-08-14 | ||||||
| KEVIN BEAZLEY | BRIGHTON | MI | S65|2020-12-30 | ||||||
| JEFFREY DENNIS | BRIGHTON | MI | S63|2022-05-20|S65|2022-07-28 | ||||||
| SHEILA MALONEY | BRIGHTON | MI | S65|2023-03-11 | ||||||
| ALEXANDER PUSHMAN | BRIGHTON | MI | S65|2021-01-19 | ||||||
| PAUL SULLIVAN | BRIGHTON | MI | S66|2001-06-18 | CERTIFIED FINANCIAL PLANNER | |||||
| KYLE LANCZKI | BRIGHTON | MI | S65|2024-01-29 | ||||||
| NICHOLAS CALVANESO | BRIGHTON | MI | S65|2022-01-22 | ||||||
| MARK ZEIGLER | BRIGHTON | MI | S66|2017-11-20 | ||||||
| ADAM SPEARS | BRIGHTON | MI | S65|2023-04-22 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.4 | $0.0 | 0% | 75 | 0 | 0% |
| 2025-04-21 | $0.4 | $0.0 | 0% | 75 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.2 | 86% | 42 | 33 | 79% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MI, AZ-10/01/2024, CA-12/05/2024, FL-03/12/2024, LA-12/12/2024, MI-09/12/2023, NC-09/12/2023, OH-01/10/2024, SC-06/10/2024, TX-09/12/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV