Foguth Wealth Management LLC

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Assets, Funds, Holdings

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Foguth Wealth Management LLC
CRD #327434
SEC #801-128714
CIK #0002016322
AUM 825.1 M (2026-06-24)
Employees 88 (36% Investors, 0% Brokers)
Fees
Minimum
Phone810-522-5650
Address325 W Main St
Brighton, MI 48116
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($M)
90072054036018002010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 10.7
Nvidia Corp 8.6
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
90072054036018002024202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 2,050 458.5
(b) Individuals (high net worth individuals) 209 366.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 5,587 825.1
By Discretionary
Discretionary 5,491 811.3
Non-Discretionary 96 13.8
Total 5,587 825.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 825.1
Total 5,587 825.1
EDGAR Form CIK 2011 - 2026
13F-HR [0002016322]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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