Sgh Wealth Management
● SEC registered since 2018CRD 284067SEC# 801-113388Lathrup Village, MI
Reg. AUM
$561.8M
Employees
12
Accounts
427
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 $561.8 million in regulatory assets under management and employs 12 people.
Sgh Wealth Management owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sam Gregory Huszczo Control | Managing Member/Cco | Over 75% | 2016 |
Frequently asked questions
How much does Sgh Wealth Management manage?
Sgh Wealth Management reports $561.8 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
| Address | 17550 W Eleven Mile Rd, Lathrup Village, MI 48076 |
| Phone | (248) 731-0029 |
| Office hours | 9:00 To 4:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1775917 |
| Discloses disciplinary history | No |
Regulatory AUM
$561.8M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$561.8Mregulatory AUM
Discretionary $561.8M