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| Foguth Wealth Management LLC
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|---|---|
| CRD # | 327434 |
| SEC # | 801-128714 |
| CIK # | 0002016322 |
| AUM | $825.1 M (2026-06-24) |
| Employees | 88 (36% Investors, 0% Brokers) |
| Phone | 810-522-5650 |
| Address | 325 W Main St Brighton, MI 48116 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.7 | ||
| Nvidia Corp | 8.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,050 | 458.5 |
| (b) Individuals (high net worth individuals) | 209 | 366.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,587 | 825.1 |
| By Discretionary | ||
| Discretionary | 5,491 | 811.3 |
| Non-Discretionary | 96 | 13.8 |
| Total | 5,587 | 825.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 825.1 | |
| Total | 5,587 | 825.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002016322] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Impact Retirement Advisors LLC
✚
|
0.8 | |
|
Walsh & Associates LLC
✚
|
FL | 0.8 |
|
Edge Wealth Management LLC
✚
|
NY | 0.8 |
|
Mps-Loria Financial Planners LLC
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|
IL | 0.8 |
|
Aequitas Investment Advisors LLC
✚
|
MA | 0.8 |
|
Madden Securities Corporation
✚
|
TX | 0.8 |
|
Tannin Capital LLC
✚
|
NC | 0.8 |
|
Waypoint Wealth Counsel LLC
✚
|
GA | 0.8 |
|
Redblack Advisers Inc
✚
|
NJ | 0.8 |
|
Fortis Group Advisors LLC
✚
|
NJ | 0.8 |