# SGH Wealth Management

> SGH Wealth Management is an SEC-registered investment advisory firm in Lathrup Village, MI, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 1, 2026.

- CRD: 284067
- Filed as: SGH WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lathrup Village, MI
- Filing period: October 2026
- Form ADV filing dated: February 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284067
- AdvisorCensus page: https://advisorcensus.com/firm/sgh-wealth-management-lathrup-village-mi-284067

## Quick answers

**How is SGH Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), SGH Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does SGH Wealth Management charge?**
Its Form ADV Part 2A brochure dated February 1, 2026 states: Flat fee: $300 to $1,000 (financial planning services); Hourly rate: $225 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is SGH Wealth Management located?**
SGH Wealth Management's principal office is in Lathrup Village, MI, according to its Form ADV.

**Is SGH Wealth Management registered with the SEC or a state?**
SGH Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 284067.

**How much does SGH Wealth Management manage?**
SGH Wealth Management reports $561,760,000 in regulatory assets under management in its Form ADV filing dated February 1, 2026 (100% discretionary).

**How have SGH Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for SGH Wealth Management: Regulatory assets under management: $225,117,074 in the October 2021 data and $561,760,000 in the October 2026 data, up 150%. Total employees: 4 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does SGH Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (213); individuals (other than high net worth individuals) (210); corporations or other businesses not listed above (4).

**Does SGH Wealth Management 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/284067

**Does SGH Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 1, 2026 says: "We generally require a minimum account size of $250,000, but we may waive this at our discretion."

**What changed in SGH Wealth Management's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $453,715,657 to $561,760,000 (+24%). Registered or notice-filed in OR, WI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 1, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> We generally require a minimum account size of $250,000, but we may waive this at our discretion.

- Flat fee: $300 to $1,000 (financial planning services)

> Fixed Fee: The fixed fees range between $300 and $1,000. The fixed fee range varies and depends upon the nature and complexity of each client’s individual circumstances.

- Hourly rate: $225 an hour (financial planning services)

> Hourly Fee: We assess an hourly rate of $225 an hour for financial planning services with a minimum of two hours per engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $561,760,000
- Discretionary: $561,760,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 210 | $123,284,281 |
| High net worth individuals | 213 | $433,947,129 |
| 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 | 4 | $4,528,590 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 12 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, IL, MI, OH, OR, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- feeonlynetwork.com/financial-advisor/sam-huszczo
- google.com/search
- informaconnect.com/edge/speakers/sam-huszczo-cfp-cfa
- napfa.org/member/113982/44509
- plannersearch.org/financial-advisor/sam-g-huszczo
- sghwm.com
- speakerhub.com/speaker/sam-huszczo
- wealthtender.com/financial-advisors/sam-g-huszczo-cfp-cfa
- Facebook @SGH-Wealth-Management-108814891383052
- Facebook @sam.huszczo
- Instagram @sghusz
- LinkedIn @sghwm
- LinkedIn @sghwealthmanagement
- Threads @sghusz
- TikTok @sghwm
- X @SGHWealthMgmt
- YouTube @sghwm

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $225,117,074 | 4 | March 11, 2021 |
| October 2022 | $275,648,339 | 4 | March 8, 2022 |
| October 2023 | $269,438,756 | 8 | March 8, 2023 |
| October 2024 | $354,220,665 | 11 | March 1, 2024 |
| October 2025 | $453,715,657 | 12 | July 11, 2025 |
| October 2026 | $561,760,000 | 12 | February 1, 2026 |

Regulatory assets under management: $225,117,074 in the October 2021 data and $561,760,000 in the October 2026 data, up 150%.
Total employees: 4 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $453,715,657 to $561,760,000 (+24%).
- Registered or notice-filed in OR, WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SGH Wealth Management (CRD 284067): Form ADV filing data as of October 2026.