# Foguth Wealth Management, LLC.

> Foguth Wealth Management, LLC. is an SEC-registered investment advisory firm in Brighton, MI, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 327434
- Filed as: FOGUTH WEALTH MANAGEMENT, LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brighton, MI
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327434
- AdvisorCensus page: https://advisorcensus.com/firm/foguth-wealth-management-llc-brighton-mi-327434

## Quick answers

**How is Foguth Wealth Management, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Foguth Wealth Management, LLC. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Foguth Wealth Management, LLC. located?**
Foguth Wealth Management, LLC.'s principal office is in Brighton, MI, according to its Form ADV; the September 2026 filing also lists 15 other offices (Schedule D, Section 1.F).

**Is Foguth Wealth Management, LLC. registered with the SEC or a state?**
Foguth Wealth Management, LLC. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327434.

**How much does Foguth Wealth Management, LLC. manage?**
Foguth Wealth Management, LLC. reports $1,070,072,710 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (99% discretionary).

**How have Foguth Wealth Management, LLC.'s assets and staff changed since 2023?**
In the Form ADV data for Foguth Wealth Management, LLC.: Regulatory assets under management: $0 in the October 2023 data and $1,070,072,710 in the October 2026 data. Total employees: 44 in October 2023 and 88 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Foguth Wealth Management, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,435); high net worth individuals (255).

**Which custodians does Foguth Wealth Management, LLC. use?**
Foguth Wealth Management, LLC.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Foguth Wealth Management, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327434

**What changed in Foguth Wealth Management, LLC.'s recent Form ADV filings?**
In the September 2026 filing data: Regulatory assets under management went from $825,146,175 to $1,070,072,710 (+30%). Added an office in Naples, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,070,072,710
- Discretionary: $1,056,063,376
- Non-discretionary: $14,009,334

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,435 | $605,446,197 |
| High net worth individuals | 255 | $464,626,513 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 88 total, 32 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, LA, MI, NC, NY, OH, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Ann Arbor, MI
- Clarkston, MI
- Farmington Hills, MI
- Grand Rapids, MI
- Maumee, OH
- Midland, MI
- Naples, FL
- Norton Shores, MI
- Okemos, MI
- Plymouth, MI
- Riverview, MI
- Scottsdale, AZ
- Shelby Township, MI
- Traverse City, MI
- Troy, MI

### Websites listed on Form ADV (Item 1.I)
- foguthfinancial.com
- Facebook @FoguthFinancial
- Instagram @foguthfinancial
- LinkedIn @foguthfinancial
- X @FoguthFinancial
- YouTube @FoguthFinancialGroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 44 | September 25, 2023 |
| October 2024 | $236,955,954 | 42 | August 14, 2024 |
| October 2025 | $439,609,115 | 75 | May 8, 2025 |
| October 2026 | $1,070,072,710 | 88 | August 25, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $1,070,072,710 in the October 2026 data.
Total employees: 44 in October 2023 and 88 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $825,146,175 to $1,070,072,710 (+30%).
- Added an office in Naples, FL.

### May 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Employees performing advisory functions went from 29 to 32.
- Regulatory assets under management went from $439,609,115 to $825,146,175 (+88%).
- Added an office in Farmington Hills, MI.
- Added an office in Midland, MI.
- Added an office in Norton Shores, MI.
- Added an office in Riverview, MI.

### February 2026
- Registered or notice-filed in GA, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Foguth Wealth Management, LLC. (CRD 327434): Form ADV filing data as of October 2026.