Data / Investment advisers / Michigan / SGH Wealth Management
SGH Wealth Management, Lathrup Village, MI: $562 million AUM, SEC registered investment adviser
SGH Wealth Management is an SEC registered investment adviser with its main office in Lathrup Village, Michigan and reports $562 million in regulatory assets under management in its Form ADV filed February 1, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 284067
- SEC file number
- 801-113388
- SEC status
- Approved, effective June 13, 2018
- Main office
- 17550 W Eleven Mile Rd, Lathrup Village, MI 48076
- Phone
- (248) 731-0029
- Regulatory AUM
- $561,760,000 in the Form ADV filed February 1, 2026
- Discretionary AUM
- $561,760,000
- Accounts
- 427
- Employees
- 12, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 213 | $433.9 million |
| Individuals (other than high net worth individuals) | 210 | $123.3 million |
| Corporations or other businesses | 4 | $4.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $561.8 million | February 1, 2026 |
| December 1, 2025 | $453.7 million | July 11, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Concorde Asset Management, LLC | Ann Arbor | $598.4 million | Not listed | adviserinfo.sec.gov |
| Grand Wealth Management, LLC | Grand Rapids | $597.8 million | Not listed | adviserinfo.sec.gov |
| Voisard Asset Management Group | Grand Rapids | $589.4 million | Not listed | adviserinfo.sec.gov |
| Fsa Advisors, Inc. | Troy | $573.4 million | Not listed | adviserinfo.sec.gov |
| Alidade Capital, LLC | Bloomfield Hills | $564.9 million | 2 | adviserinfo.sec.gov |
| Acorn Wealth Advisors, LLC | Grand Blanc | $561.4 million | Not listed | adviserinfo.sec.gov |
| John a. Wolfe & Associates, Inc. | Portage | $560.7 million | Not listed | adviserinfo.sec.gov |
| USA Financial Formulas Corporation | Ada | $534.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- SGH Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.