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FOGUTH WEALTH MANAGEMENT, LLC.
CRD 327434File 801-128714
APPROVED
Retail clients
Filing as of Aug 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.07B
Above cohort median (national)
Discretionary AUM
$1.06B
Non-discretionary $14.0M
Clients
2,690
6,768 accounts
Employees
88
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 12, 2023
- Principal office
- 325 W. MAIN ST., BRIGHTON, MI, 48116
- Phone
- (810) 522-5650
- Website
- https://foguthfinancial.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.07B
- Discretionary AUM
- $1.06B
- Non-discretionary AUM
- $14.0M
- Discretionary accounts
- 6,675
- Non-discretionary accounts
- 93
- Total accounts
- 6,768
- AUM per client
- $398K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 255 | $464.6M |
| Individuals (other than high net worth individuals) | 2,435 | $605.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 26, 2026 | Clients | 2,259 | 2,690 | increased by431 |
| Aug 26, 2026 | AUM | $825,146,175 | $1,070,072,710 | increased by$244,926,535 |
| Aug 26, 2026 | Accounts | 5,587 | 6,768 | increased by1,181 |
| Mar 1, 2026 | Employees | 75 | 88 | increased by13 |
| Mar 1, 2026 | Clients | 1,563 | 2,259 | increased by696 |
| Mar 1, 2026 | AUM | $439,609,115 | $825,146,175 | increased by$385,537,060 |
| Mar 1, 2026 | Accounts | 3,683 | 5,587 | increased by1,904 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FOGUTH WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FOGUTH WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.