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| Keyboard |
| SGH Wealth Management
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|---|---|
| CRD # | 284067 |
| SEC # | 801-113388 |
| CIK # | 0001775917 |
| AUM | 561.8 M (2026-02-01) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 248-731-0029 |
| Address | 17550 W Eleven Mile Rd Lathrup Village, MI 48076 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 123.3 |
| (b) Individuals (high net worth individuals) | 213 | 433.9 |
| (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 | 4 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 427 | 561.8 |
| By Discretionary | ||
| Discretionary | 427 | 561.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 427 | 561.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 561.8 | |
| Total | 427 | 561.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 427 |
| Serves | Retail, Research |
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|---|---|---|
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