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SGH WEALTH MANAGEMENT
CRD 284067 · SEC 801-113388
17550 W ELEVEN MILE RD, LATHRUP VILLAGE, MI, 48076, United States
Phone
(248) 731-0029
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$561.8M
Discretionary AUM
$561.8M
Team
12 total employees; 6 advisory reps; 427 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $123.3M |
| High net worth individuals | 213 | $433.9M |
| Corporations/business entities | 4 | $4.5M |
States served
CA, IL, MI, OH, OR, TN, WI, TX, FL
All web addresses on file
- https://www.tiktok.com/@sghwm
- https://www.google.com/search?rlz=1C1CHBF_enUS977US977&q=SGH%20Wealth%20Management&stick=H4sIAAAAAAAAAONgU1I1qLCwMDJJMk8xNzExtTA
- https://www.linkedin.com/company/sghwm
- https://sghwm.com/
- https://twitter.com/SGHWealthMgmt
- https://www.instagram.com/sghusz/
- https://speakerhub.com/speaker/sam-huszczo
- https://www.youtube.com/@sghwm
- https://www.threads.net/@sghusz
- https://www.linkedin.com/in/sghwealthmanagement/
- https://www.facebook.com/SGH-Wealth-Management-108814891383052
- https://www.facebook.com/sam.huszczo
- https://www.napfa.org/member/113982/44509
- https://www.plannersearch.org/financial-advisor/sam-g-huszczo
- https://www.feeonlynetwork.com/financial-advisor/sam-huszczo/
- https://wealthtender.com/financial-advisors/sam-g-huszczo-cfp-cfa/
- https://informaconnect.com/edge/speakers/sam-huszczo-cfp-cfa/
Official SEC filing: View on IAPD