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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SGH WEALTH MANAGEMENT

CRD 284067

LATHRUP VILLAGE, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebf4d159-7d6c-a597-23e2-7ffa2975470c

Data as of Feb 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: May 7, 2018 to Feb 1, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $562MItem 5.F on the latest filing (2026-02-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $562M
Private client RAUM: $557MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $112Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 427
Individual clients: 210
High net worth clients: 213
SEC number: 801-113388
CIK: 1775917
CRD: 284067
Filings on the tape: 13
First filed: May 7, 2018
Latest filed: Feb 1, 2026
Organised: Corporation, MI
Website: tiktok.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SAM GREGORY HUSZCZO	Certified Financial Planner	LATHRUP VILLAGE, MI	10	23	1	no
Cameron N Beginin	Certified Financial Planner	LATHRUP VILLAGE, MI	4	14	n/a	no
John Paul Atkinson	Certified Financial Planner	LATHRUP VILLAGE, MI	1	11	n/a	no
William Henry Ciske	Certified Financial Planner	LATHRUP VILLAGE, MI	1	12	n/a	no
Daniel Jackson Sippell	Certified Financial Planner	LATHRUP VILLAGE, MI	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUSZCZO, SAM, GREGORY	MANAGING MEMBER/CCO	E	yes	05/2016	May 7, 2018	Mar 1, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 1, 2026	$562M	$562M	12	6	n/a	n/a
2024	Mar 12, 2025	$454M	$454M	12	6	n/a	n/a
2023	Mar 1, 2024	$354M	$354M	11	4	n/a	n/a
2022	Mar 8, 2023	$269M	$269M	8	3	n/a	n/a
2021	Mar 8, 2022	$276M	$276M	4	2	n/a	n/a
2020	Mar 11, 2021	$225M	$225M	4	2	n/a	n/a
2019	Mar 24, 2020	$178M	$178M	5	3	n/a	n/a
2018	Mar 27, 2019	$142M	$142M	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	40.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$562M	$454M	23.8%	$269M	27.8%	12	12	0	0

Relationships

Registered with (9)

← Daniel Jackson SippellAdvisorregistration: current employment
Jan 29, 2026 to presentfactForm ADV
← John Paul AtkinsonAdvisorregistration: current employment
Mar 12, 2025 to presentfactForm ADV
← William Henry CiskeAdvisorregistration: current employment
Mar 12, 2025 to presentfactForm ADV
← Cameron N BegininAdvisorregistration: current employment
Aug 15, 2022 to presentfactForm ADV
← SAM GREGORY HUSZCZOAdvisorregistration: current employment
Jul 26, 2016 to presentfactForm ADV
← Travis Gerrit VeenhuisAdvisorregistration: previous registration
Aug 28, 2023 to Mar 18, 2026factForm ADV
← Brett Joseph BujdosAdvisorregistration: previous registration
Oct 25, 2024 to Nov 19, 2025factForm ADV
← Jalen GarrettAdvisorregistration: previous registration
Oct 10, 2022 to Oct 14, 2022factForm ADV
← ANDREW NOTTMEIERAdvisorregistration: previous registration
Aug 3, 2021 to Sep 13, 2022factForm ADV

Controls (1)

← HUSZCZO, SAM, GREGORYOwnerMANAGING MEMBER/CCO, ownership code E, individual
May 7, 2018 to Mar 1, 2024factForm ADV

Dated events

Occurred
Mar 18, 2026
Advisor changed firm
Travis Gerrit Veenhuis left Sgh Wealth Management for Zhang Financial (registered 2026-03-16)
Form ADVobserved 5 days ago
Occurred
Nov 19, 2025
Advisor changed firm
Brett Joseph Bujdos left Sgh Wealth Management for Cambridge Investment Research Advisors, Inc. (registered 2026-02-11)
Form ADVobserved 5 days ago
Occurred
Oct 14, 2022
Advisor changed firm
Jalen Garrett left Sgh Wealth Management for Rehmann Wealth (registered 2023-01-10)
Form ADVobserved 5 days ago
Occurred
Sep 13, 2022
Advisor changed firm
Andrew Nottmeier left Sgh Wealth Management for Fidelity Personal And Workplace Advisors (registered 2024-02-13)
Form ADVobserved 5 days ago
Occurred
May 7, 2018
First Form ADV filing
Sgh Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ebf4d159-7d6c-a597-23e2-7ffa2975470c
First observed: May 7, 2018
Last observed: Feb 1, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SGH WEALTH MANAGEMENT

CRD 284067

LATHRUP VILLAGE, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebf4d159-7d6c-a597-23e2-7ffa2975470c

Data as of Feb 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:51 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SAM GREGORY HUSZCZO

Certified Financial Planner

LATHRUP VILLAGE, MI

Cameron N Beginin

Certified Financial Planner

LATHRUP VILLAGE, MI

n/a

John Paul Atkinson

Certified Financial Planner

LATHRUP VILLAGE, MI

n/a

William Henry Ciske

Certified Financial Planner

LATHRUP VILLAGE, MI

n/a

Daniel Jackson Sippell

Certified Financial Planner

LATHRUP VILLAGE, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUSZCZO, SAM, GREGORY

MANAGING MEMBER/CCO

yes

05/2016

May 7, 2018

Mar 1, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 1, 2026

$562M

n/a

2024

Mar 12, 2025

$454M

n/a

2023

Mar 1, 2024

$354M

n/a

2022

Mar 8, 2023

$269M

n/a

2021

Mar 8, 2022

$276M

n/a

2020

Mar 11, 2021

$225M

n/a

2019

Mar 24, 2020

$178M

n/a

2018

Mar 27, 2019

$142M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

40.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$562M

$454M

23.8%

$269M

27.8%