Foguth Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 2,000 clients last fiscal year.
Foguth Wealth Management reports 2,690 clients. They include 2,435 individual clients and 255 high-net-worth individuals. Of its assets, 98.7% ($1.06B across 6,675 accounts) are managed with discretion; $14M across 93 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 57% |
| High-net-worth individuals | 9% | 43% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,435 | $605M | 56.6% | $249K |
| High-net-worth individuals | 255 | $465M | 43.4% | $1.82M |
| Total | 2,690 | $1.07B | 100% | $398K |
- Clients
- 2,435
- Regulatory AUM
- $605M
- AUM share
- 56.6%
- Avg. per client
- $249K
- Clients
- 255
- Regulatory AUM
- $465M
- AUM share
- 43.4%
- Avg. per client
- $1.82M
Total
- Clients
- 2,690
- Regulatory AUM
- $1.07B
- AUM share
- 100%
- Avg. per client
- $398K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 2000
Foguth Wealth Management charges 0.50%–2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Qualified Plan Consulting Services
- The annual fee for qualified plan consulting services will not exceed 1.50% of assets, paid quarterly in advance.
Michael Foguth owns 75% or more of Foguth Wealth Management. The leadership team of Foguth Wealth Management includes Chief Compliance Officer Anthony Endress. It has 88 employees, 32 of them in advisory roles.
Leadership
- Anthony EndressChief Compliance Officer
- Michael FoguthCEO
Investment adviser representatives
52 representatives listed in the SEC register as of 9 October 2026.
- Timothy Thomas Alfieri
- Daniel L Anderson
- Chad Peter Barrios
- Kevin Scott Beazley
- Jacob Ryan Black
- Lauren Borkowski
- Micah Steven Bush
- Nicholas Gerard Calvaneso
- William Cody Campbell
- Cory Robert Carlson
- Charles Edmund Dillon
- Alexander Dysarz
- Anthony Joseph Endress
- Matthew Foguth
- Ryan Michael Gauche
- Salvatore Giamarese
- Drew A. Green
- Katie Marie Gushen
- Cory James Hamlin
- Daniel Louis Herzig
- Daniel Alexander Hopkins
- Caleb Christian Hug
- Teressa Hupfer
- Dylan Cole Kennedy
- Andrew Nicholas Knapp
- John Richard Kohout
- James Edward Komoroski
- Kyle Lanczki
- Kellan Jackson Landefeld
- Matthew Cody Mackey
- Sheila Ruth Maloney
- Caleb Marsh
- Charleen Nicole Maune
- Wendy A Morin
- James R Newman
- Jeffrey A Newsome
- Kade Douglas Peterson
- Vincent Joseph Pucillo
- Alexander Clark Pushman
- Gabriel Qetrani
- Camden Eric Riegel
- Brad Nathaniel Rohde
- Benjamin Patrick Sellenraad
- Adam Christopher Spears
- Paul James Sullivan
- James Tietema
- Michael Aaron Tommy
- Bradley D Vey
- Kenneth Voog
- Joseph Charles Wilkinson
- Rhoda Vashti Woods
- Dionisios Zavradinos
Staff
- 88 employees
- 32 in advisory functions
- 32 insurance agents
- Owns 75% or more of Foguth Wealth Management, LLC.
Michael Foguth
Control person · since June 2023
Foguth Wealth Management’s regulatory assets grew 4.5× from $237M (June 2024) to $1.07B (August 2026); clients rose from 1,656 to 2,690 and employees from 42 to 88.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.07B | 2,690 | 88 | 16 |
| May 2025 | $440M | 1,563 | 75 | 11 |
| June 2024 | $237M | 1,656 | 42 | 8 |
Besides its headquarters, Foguth Wealth Management has 15 offices, with 16 listed addresses across 4 states.
Michigan · 13 listed addresses
- 325 W. Main St., BrightonHQ
- 2275 W. Stadium BLVD., Ann Arbor
- 8031 Ortonville RD., Clarkston
- 1007 W. Ann Arbor TR., Plymouth
- 3681 Okemos RD., Okemos
- 215 East Big Beaver, Troy
- 45958 Schoenherr RD., Shelby Township
- 457 Munson Ave., Traverse City
- 4450 Cascade, S.e., Grand Rapids
- 36400 W. 12 Mile RD., Farmington Hills
- 204 W. Wackerly St., Midland
- 14500 King RD., Riverview
- 1535 Farr RD., Norton Shores
Arizona · 1 listed address
- 8283 N. Hayden RD., Scottsdale
Florida · 1 listed address
- 3001 Tamiami TRL N, Naples
Ohio · 1 listed address
- 1684 Woodlands DR., Maumee
Contact and registration details
- Legal name
- Foguth Wealth Management, LLC.
- Headquarters
- 325 W. Main St., Brighton, MI 48116
- Website
- foguthfinancial.com
- Phone
- 810-522-5650
- @foguthfinancial
- SEC file
- 801-128714
- Structure
- Michigan LLC
- Fiscal year end
- December
Foguth Wealth Management uses Charles Schwab ($427M) as custodian for its separately managed accounts. Foguth Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $427M100%
At year end, Foguth Wealth Management’s separately managed accounts were mostly in funds (79%). Its reported 13F holdings for the quarter ended 30 June 2026 total $879M across 213 positions; the largest are J P Morgan Exchange Traded F (6.4%), Neos ETF Trust (6.1%) and Neos ETF Trust (4.5%).
What the accounts hold
- Stocks9%
- Funds79%
- Registered funds78%
- Pooled vehicles1%
- Cash6%
- Other6%
- Investments held within client 403(b) & 457 plans.6%
Reported 13F holdings
- $879M
- Reported 13F value
- 213
- Positions
- 39.4%
- In the 10 largest
- —
- Value vs. prior quarter
- J P Morgan Exchange Traded F · Equity Premium6.4%
- Neos ETF Trust · Neos S&P 500 HI6.1%
- Neos ETF Trust · Nasdaq 100 High4.5%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF4.5%
- iShares TR · 20+ Year TR BD3.7%
- SPDR Series Trust · ST Str P500grw3.5%
- Select Sector SPDR TR · ST Str Techn ETF3.3%
- iShares TR · Core Divid ETF2.5%
- SPDR Series Trust · ST Str P500val2.4%
- Pgim ETF TR · Jennison Foc Val2.3%
Together, the ten largest are 39.4% of reported value.
How many clients does Foguth Wealth Management have?
Foguth Wealth Management has 2,690 clients and manages $1.07 billion for them, as of August 2026. They include 2,435 individual clients and 255 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 August 2026
What services does Foguth Wealth Management offer?
Foguth Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Foguth Wealth Management charge?
Foguth Wealth Management charges 0.50%–2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: FWM FORM ADV PART 2A (8.25.2026), filed 25 August 2026
Which custodians does Foguth Wealth Management use?
Foguth Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $427M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 August 2026
How many financial advisors does Foguth Wealth Management have?
Foguth Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 88 employees, and 32 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 32 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Foguth Wealth Management invest in?
At the end of its last fiscal year, Foguth Wealth Management’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 6% cash and equivalents, 6% other and 1% pooled vehicles (private funds and similar). The 6% other category is described as: Investments Held Within Client 403(b) & 457 Plans.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Foguth Wealth Management?
Foguth Wealth Management’s direct owner is Michael Foguth (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 August 2026
How does Foguth Wealth Management get paid?
Foguth Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Foguth Wealth Management?
Foguth Wealth Management’s main office is at 325 W. Main St., Brighton, MI 48116. Its phone number is 810-522-5650. Its website is foguthfinancial.com.