LATHRUP VILLAGE, MICRD 284067Latest ADV February 1, 2026
Sgh Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Lathrup Village, MI. Its latest Form ADV filing, dated February 1, 2026, reports $562M in regulatory assets under management, 12 employees, and 427 accounts.
Assets Under Management
$562M
Employees
12
Offices
--
Total Clients
427
Primary office
LATHRUP VILLAGE, MI
17550 W ELEVEN MILE RD, LATHRUP VILLAGE, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.9% of total clients.
Top client categories% of clientsClients
1
HNWI
49.9%
213
2
Individuals
49.2%
210
3
Corporations
0.9%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$562Mas of February 1, 2026
Discretionary100.0%
$562M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$562M
Total Accounts427
10Y AUM Change+$448M (+392.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee36:1
10Y Employee Change+10 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.