Foguth Wealth Management, Llc.
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 327434
· SEC file 801-128714
· Brighton, MI
· www.linkedin.com
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ADV data as of Jun 24, 2026
- Regulatory AUM
- $825M
- Discretionary
- $811M
- Clients
- 2,259
- Avg AUM / client
- $365K
- Accounts
- 5,587
- Employees
- 88
AUM over time
$0
$825M
Aug 10, 2023
Jun 24, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,050 | $458M | 55.6% |
| High net worth individuals | 209 | $367M | 44.4% |
People (46)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Foguth, Michael | Ceo | Jun 2023 (3y) | 75% or more | |
| Zeigler, Mark, Alan | Cco | Jun 2023 (3y) | Less than 5% | |
| Alexander Clark Pushman | Registered representative | Sep 2023 (3y) | ||
| Joseph Charles Wilkinson | Registered representative | Sep 2023 (3y) | ||
| Kevin Scott Beazley | Registered representative | Sep 2023 (3y) | ||
| Charles Edmund Dillon | Registered representative | Sep 2023 (3y) | ||
| Bradley D Vey | Registered representative | Sep 2023 (3y) | ||
| Katie Marie Gushen | Registered representative | Sep 2023 (3y) | ||
| Adam Christopher Spears | Registered representative | Sep 2023 (3y) | ||
| Sheila Ruth Maloney | Registered representative | Nov 2023 (3y) | ||
| Charleen Nicole Maune | Registered representative | Dec 2023 (3y) | ||
| Nicholas Gerard Calvaneso | Registered representative | Jan 2024 (3y) | ||
| Jeffrey A Newsome | Registered representative | Feb 2024 (2y) | ||
| Kyle Lanczki | Registered representative | Mar 2024 (2y) | ||
| Vincent Joseph Pucillo | Registered representative | Aug 2024 (2y) | ||
| Kenneth Voog | Registered representative | Aug 2024 (2y) | ||
| Chad Peter Barrios | Registered representative | Sep 2024 (2y) | ||
| Anthony Joseph Endress | Registered representative | Sep 2024 (2y) | ||
| James T Katikos | Registered representative | Oct 2024 (2y) | ||
| Benjamin Patrick Sellenraad | Registered representative | Oct 2024 (2y) | ||
| Wendy A Morin | Registered representative | Dec 2024 (2y) | ||
| Brad Nathaniel Rohde | Registered representative | Jan 2025 (2y) | ||
| William Cody Campbell | Registered representative | CFP | Feb 2025 (1y) | |
| Matthew Foguth | Registered representative | Jun 2025 (1y) | ||
| James Tietema | Registered representative | Jul 2025 (1y) | ||
| Paul James Sullivan | Registered representative | CFP | Jul 2025 (1y) | |
| Jacob Ryan Black | Registered representative | CFP | Jul 2025 (1y) | |
| Teressa Hupfer | Registered representative | Aug 2025 (1y) | ||
| Dylan Cole Kennedy | Registered representative | Sep 2025 (1y) | ||
| Matthew Cody Mackey | Registered representative | Oct 2025 (1y) | ||
| Rhoda Vashti Woods | Registered representative | Oct 2025 (1y) | ||
| Kade Douglas Peterson | Registered representative | Nov 2025 (1y) | ||
| Drew A. Green | Registered representative | CFP | Dec 2025 (1y) | |
| Caleb Marsh | Registered representative | Jan 2026 (1y) | ||
| Ryan Michael Gauche | Registered representative | Jan 2026 (1y) | ||
| Timothy Thomas Alfieri | Registered representative | Jan 2026 (1y) | ||
| Andrew Nicholas Knapp | Registered representative | Jan 2026 (1y) | ||
| Caleb Christian Hug | Registered representative | Mar 2026 (0y) | ||
| Alexander Dysarz | Registered representative | Mar 2026 (0y) | ||
| Daniel Alexander Hopkins | Registered representative | Mar 2026 (0y) | ||
| Gabriel Qetrani | Registered representative | May 2026 (0y) | ||
| Kellan Jackson Landefeld | Registered representative | May 2026 (0y) | ||
| Cory Robert Carlson | Registered representative | Jun 2026 (0y) | ||
| John Richard Kohout | Registered representative | Jun 2026 (0y) | ||
| Lauren Borkowski | Registered representative | Jun 2026 (0y) | ||
| Micah Steven Bush | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 924 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $427M (52% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗