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| SGH Wealth Management
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|
|---|---|
| CRD # | 284067 |
| SEC # | 801-113388 |
| CIK # | 0001775917 |
| AUM | $453.7 M (2025-07-11) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 248-731-0029 |
| Address | 17550 W Eleven Mile Rd Lathrup Village, MI 48076 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 29.8 |
| (b) Individuals (high net worth individuals) | 287 | 421.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 371 | 453.7 |
| By Discretionary | ||
| Discretionary | 371 | 453.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 371 | 453.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 453.7 | |
| Total | 371 | 453.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marketriders Inc
✚
|
MO | 0.5 |
|
The GenWealth Group Inc
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|
NJ | 0.5 |
|
Benedict Financial Advisors Inc
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|
GA | 0.5 |
|
F&V Capital Management LLC
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|
FL | 0.5 |
|
Nomad Fintech Inc
✚
|
CA | 0.4 |
|
Financial & Tax Architects LLC
✚
|
MO | 0.4 |
|
NCM Capital Management LLC
✚
|
NJ | 0.4 |
|
Shoker Investment Counsel Inc
✚
|
0.4 | |
|
Shilanski & Associates Inc
✚
|
AK | 0.4 |
|
SOWA Financial Group Inc
✚
|
RI | 0.4 |