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| Foguth Wealth Management LLC
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| |
|---|---|
| CRD # | 327434 |
| SEC # | 801-128714 |
| CIK # | 0002016322 |
| AUM | $237.0 MM (2024-08-14) |
| Employees | 42 (24% Investors, 0% Brokers) |
| Phone | 810-522-5650 |
| Address | 325 W Main St Brighton, MI 48116 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 6.6 | ||
| TSLA | 723,390.3 | 3.7 | |
| WAT | 19,843.9 | 2.3 | |
| MCD | 179,584.2 | 1.9 | |
| MSFT | 1,918,222.4 | 1.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,581 | 156.8 |
| (b) Individuals (high net worth individuals) | 75 | 80.1 |
| (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 | 2,988 | 237.0 |
| By Discretionary | ||
| Discretionary | 2,988 | 237.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,988 | 237.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.0 | |
| Total | 2,988 | 237.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002016322] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Analytics Partners LLC
✚
|
CA | 0.2 |
|
Farringdon Asset Management PTE Ltd
✚
|
0.2 | |
|
Aurelius Family Office LLC
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|
NH | 0.2 |
|
Premier Private Wealth LLC
✚
|
TN | 0.2 |
|
Triton Financial Group Inc
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|
MA | 0.2 |
|
Uhlmann Investment Management LLC
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|
IL | 0.2 |
|
AP Wealth Management LLC
✚
|
GA | 0.2 |
|
Northland Securities Inc
✚
|
MN | 0.2 |
|
Cauble & Harre Wealth Management Inc
✚
|
MO | 0.2 |
|
Private Portfolios Inc
✚
|
CA | 0.2 |