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Sgh Wealth Management

● SEC registered since 2018CRD 284067SEC# 801-113388Lathrup Village, MI
Export (members)
Reg. AUM
$453.7M
Employees
12
Accounts
371
Location
Lathrup Village, MI

Sgh Wealth Management assets under management

Sgh Wealth Management is a registered investment adviser overseen by the SEC based in Lathrup Village, MI. The firm has been registered since 2018. It reports $453.7 million in regulatory assets under management and employs 12 people.
www.tiktok.com/@sghwmView on SEC.gov ↗

Sgh Wealth Management owners & executives

1 reported
NameTitleOwnershipSince
Sam Gregory Huszczo ControlManaging Member/CcoOver 75%2016

Frequently asked questions

How much does Sgh Wealth Management manage?

Sgh Wealth Management reports $453.7 million in regulatory assets under management on its Form ADV.

How many employees does Sgh Wealth Management have?

Sgh Wealth Management reports 12 employees.

Where is Sgh Wealth Management located?

Sgh Wealth Management is based in Lathrup Village, MI and has been SEC-registered since 2018.

Does Sgh Wealth Management disclose fund performance?

Sgh Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address17550 W Eleven Mile Rd, Lathrup Village, MI 48076
Phone(248) 731-0029
Office hours9:00 To 4:00
SEC regionChicago Regional Office (CHRO)
CIK1775917
Discloses disciplinary historyNo

Assets under management

Discretionary$453.7M
Non-discretionary$0
Total (RAUM)$453.7M