DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Foguth Wealth Management, LLC.
Latest filing Aug 25, 2026
First filing on the tape Aug 10, 2023 · 27 filings
SEC status approved since Sep 12, 2023
RAUM
$1.1B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
100%
$1.1B individuals and HNW
Advisors
52
registered through the firm on IAPD
RAUM per advisor
$20.6M
derived; firm RAUM over IAPD count
Employees
88
32 advisory (5.B.1)
Offices
15
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$1.1B as of Aug 25, 2026
Mar 12, 2024$237M then
HNW client RAUM$465M as of Aug 25, 2026
Mar 12, 2024$80.1M then
State-registered IARs (5.B.3)0 as of Aug 25, 2026
Mar 12, 20240 then
Employees (5.A)88 as of Aug 25, 2026
Mar 12, 202444 then
Private funds: no history
RAUM +143% over the last fiscal yearIARs 0 to 0offices 10 to 15
Practice profile
derived from the filing of Aug 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- RAUM per advisor
- $20.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 52derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $158,108derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.3derived16 offices incl. principal (1.F.5)
- RAUM growth, one year
- +88%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +45%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Financial planning clients
- 2,000reportedItem 5.H
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$605M57%
- High-net-worth individuals$465M43%
- Individual clients
- 2,435reported
- HNW clients
- 255reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 6,768reported
- Financial planning clients
- 2,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
52 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Joseph Charles Wilkinson | Ann Arbor, Mi | Sep 12, 2023 | 12 y | 4 |
| Alexander Clark Pushman | Brighton, Mi | Sep 12, 2023 | 10 y | 2 |
| Kevin Scott Beazley | Brighton, Mi | Sep 12, 2023 | 14 y | 2 |
| Charles Edmund Dillon | Shelby Township, Mi | Sep 14, 2023 | 14 y | 4 |
| Katie Marie Gushen | Brighton, Mi | Sep 15, 2023 | 13 y | 1 |
| Bradley D Vey | Brighton, Mi | Sep 15, 2023 | 12 y | 2 |
| Adam Christopher Spears | Northville, Mi | Sep 27, 2023 | 10 y | 1 |
| Sheila Ruth Maloney | Brighton, Mi | Nov 13, 2023 | 15 y | 1 |
| Charleen Nicole Maune | Brighton, Mi | Dec 11, 2023 | 14 y | 2 |
| Nicholas Gerard Calvaneso | Northville, Mi | Jan 7, 2024 | 14 y | 1 |
| Jeffrey A Newsome | Brighton, Mi | Feb 21, 2024 | 15 y | 1 |
| Kyle Lanczki | Brighton, Mi | Mar 5, 2024 | 10 y | 0 |
| Vincent Joseph Pucillo | Maumee, Oh | Aug 6, 2024 | 12 y | 0 |
| Kenneth Voog | Troy, Mi | Aug 28, 2024 | 12 y | 4 |
| Chad Peter Barrios | Scottsdale, Az | Sep 10, 2024 | 22 y | 7 |
| Anthony Joseph Endress | Brighton, Mi | Sep 18, 2024 | 11 y | 1 |
| James T Katikos | Scottsdale, Az | Oct 3, 2024 | 19 y | 6 |
| Benjamin Patrick Sellenraad | Brighton, Mi | Oct 16, 2024 | 12 y | 1 |
| Wendy A Morin | Brighton, Mi | Dec 17, 2024 | 31 y | 1 |
| Brad Nathaniel Rohde | Brighton, Mi | Jan 3, 2025 | 21 y | 3 |
| William Cody CampbellCertified Financial Planner | Brighton, Mi | Feb 19, 2025 | 10 y | 4 |
| Matthew Foguth | Brighton, Mi | Jun 13, 2025 | 10 y | 0 |
| James Tietema | Brighton, Mi | Jul 11, 2025 | 12 y | 5 |
| Paul James SullivanCertified Financial Planner | Brighton, Mi | Jul 15, 2025 | 25 y | 2 |
| Jacob Ryan BlackCertified Financial Planner | Brighton, Mi | Jul 25, 2025 | 14 y | 2 |
| Teressa Hupfer | Brighton, Mi | Aug 11, 2025 | 10 y | 2 |
| Dylan Cole Kennedy | Traverse City, Mi | Sep 25, 2025 | 15 y | 1 |
| Matthew Cody Mackey | Brighton, Mi | Oct 16, 2025 | 10 y | 0 |
| Rhoda Vashti Woods | Farmington Hills, Mi | Oct 16, 2025 | 14 y | 2 |
| Kade Douglas Peterson | Brighton, Mi | Nov 18, 2025 | 14 y | 1 |
| Drew A. GreenCertified Financial Planner | Brighton, Mi | Dec 9, 2025 | 15 y | 3 |
| Caleb Marsh | Brighton, Mi | Jan 6, 2026 | 12 y | 2 |
| Timothy Thomas Alfieri | Brighton, Mi | Jan 6, 2026 | 10 y | 2 |
| Ryan Michael Gauche | Brighton, Mi | Jan 6, 2026 | 10 y | 1 |
| Andrew Nicholas Knapp | Grand Rapids, Mi | Jan 20, 2026 | 11 y | 1 |
| Caleb Christian Hug | Riverview, Mi | Mar 2, 2026 | 16 y | 0 |
| Alexander Dysarz | Brighton, Mi | Mar 9, 2026 | 11 y | 0 |
| Daniel Alexander Hopkins | Brighton, Mi | Mar 16, 2026 | 11 y | 0 |
| Gabriel Qetrani | Riverview, Mi | May 6, 2026 | 11 y | 0 |
| Kellan Jackson Landefeld | Brighton, Mi | May 18, 2026 | 11 y | 0 |
Advisor movement
6 left, 17 joined in 12 months
net +11 in 12 months1 left in 90 days5 joined in 90 daysdeparture rate 12% of current headcount12 left over 36 months
Left, latest
- Jackson Bush to Northwestern Mutual Investment Services,LLCJul 7, 2026 · Other
- Leyland Angus Lindie to Christ Capital AdvisorsJun 17, 2026 · RIA to a state-registered adviser
- Jacob William Loucks to Wealth For You Financial, LLCFeb 27, 2026 · RIA to a state-registered adviser
- Jeremy Johnathon Mcmullen to Ep Wealth AdvisorsFeb 9, 2026 · RIA to RIA
- Lauren Serafimovski to Strategic Advisers LLCOct 27, 2025 · RIA to affiliated broker-dealer or bank
- David Andrew Lindley to Oakwell Private Wealth ManagementSep 25, 2025 · RIA to RIA
- Logan Frederick Bauer to Paragon Retirement Planning, Inc.Jul 11, 2025 · RIA to a state-registered adviser
- Adam Charles Peak to SpcJun 9, 2025 · RIA to affiliated broker-dealer or bank
- Vanessa Marie Thomas to Ameriprise Financial Services, LLCApr 2, 2025 · RIA to affiliated broker-dealer or bank
- Seth Gregory Downing to Advice And Planning ServicesAug 16, 2024 · RIA to affiliated broker-dealer or bank
- Jeffrey Dennis to Cuso Financial Services, L.P.Jun 25, 2024 · RIA to affiliated broker-dealer or bank
- Thomas J Myers to Stonepath Wealth ManagementMar 13, 2024 · RIA to a newly registered adviser
Joined, latest
- James R Newman from Portside Wealth Group, LLCJul 24, 2026 · RIA to RIA
- Cory James Hamlin from Kaizen Wealth Management, LLCJul 24, 2026 · Other
- Camden Eric Riegel from River Raisin Investment Partners, Inc.Jul 24, 2026 · RIA to RIA
- Daniel Louis Herzig from MML Investors Services, LLCJul 24, 2026 · Affiliated broker-dealer or bank to independent RIA
- Daniel L Anderson from Northwestern Mutual Investment Services,LLCJul 24, 2026 · Other
- Cory Robert Carlson from Hantz Financial Services, Inc.Jun 18, 2026 · RIA to RIA
- Lauren Borkowski from Strategic Advisers LLCJun 18, 2026 · Affiliated broker-dealer or bank to independent RIA
- John Richard Kohout from Creativeone Wealth, LLCJun 18, 2026 · RIA to RIA
- Andrew Nicholas Knapp from Hill Island Financial LLCJan 20, 2026 · RIA to RIA
- Ryan Michael Gauche from Bridgeriver Advisors LLCJan 6, 2026 · Other
- Timothy Thomas Alfieri from Creativeone Wealth, LLCJan 6, 2026 · RIA to RIA
- Caleb Marsh from Strategic Advisory PartnersJan 6, 2026 · RIA to RIA
- Drew A. Green from Strategic Advisers LLCDec 9, 2025 · Affiliated broker-dealer or bank to independent RIA
- Kade Douglas Peterson from Equitable Advisors, LLCNov 18, 2025 · Affiliated broker-dealer or bank to independent RIA
- Rhoda Vashti Woods from Perigon Wealth Management, LLCOct 16, 2025 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Truadvice LLCDec 13, 2023 · Sarasota, Fl
- 6 joined from Truadvice LLCDec 13, 2023 · Brighton, Mi · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Joseph Anthony Endress · Chief Compliance Officercontrolsince 03/2026 · owns less than 5%
- Michael Foguth · Ceocontrolsince 06/2023 · owns 75% or more
- Alan Mark Zeigler · Ccosince 06/2023 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Brighton, Mi · principal | 52 | 26 | 5 | ||
| Shelby Township, Mi | 6 | 2 | 0 | ||
| Clarkston, Mi | 5 | 2 | 0 | ||
| Okemos, Mi | 4 | 2 | 0 | ||
| Scottsdale, Az | 4 | 2 | 0 | ||
| Maumee, Oh | 3 | 2 | 0 | ||
| Grand Rapids, Mi | 3 | 1 | 0 | ||
| Traverse City, Mi | 3 | 3 | 0 | ||
| Troy, Mi | 2 | 1 | 1 | ||
| Naples, Fl | 2 | 1 | 0 | ||
| Northville, Mi | 2 | 0 | 0 | ||
| Norton Shores, Mi | 2 | 2 | 0 | ||
| Riverview, Mi | 2 | 2 | 0 | ||
| Ann Arbor, Mi | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Troy, MI3 employees
- Maumee, OH3 employees
- Plymouth, MI3 employees
- Scottsdale, AZ2 employees
- Grand Rapids, MI2 employees
- Ann Arbor, MI2 employees
- Traverse City, MI2 employees
- Shelby Township, MI2 employees
- Clarkston, MI2 employees
- Okemos, MI1 employees
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Aug 25, 2026ENDRESS, ANTHONY, JOSEPH (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2023-08-10 and 2026-08-25peers: independent wealth managers, $1B to $5B (1,360)
- account count surgeChange between filings · filing Apr 22, 2026accounts (Item 5.F.2.f) moved from 3,683.0 to 5,587.0 (+52.0%) between the annual amendments of 2025-03-27 and 2026-04-22; the peer median change was +6.0% (1206 comparable advisers, 92.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 92% percentile
- HNW share shiftChange between filings · filing Apr 22, 2026HNW share of RAUM moved from 26.0% to 44.0% between the annual amendments of 2025-03-27 and 2026-04-22peers: independent wealth managers, $1B to $5B (1,360)
- RAUM up 50 %Change between filings · filing Apr 22, 2026RAUM (Item 5.F) moved from $439,609,115 to $825,146,175 (+88.0%) between the annual amendments of 2025-03-27 and 2026-04-22; the peer median change was +17.0% (1297 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 97% percentile
What changed
consecutive filings, newest first
- Accounts · 5,587 to 6,768Jun 24, 2026 to Aug 25, 2026
- Advisory activities · 5 to 6Jun 24, 2026 to Aug 25, 2026
- HNW clients · 209 to 255Jun 24, 2026 to Aug 25, 2026
- Individual clients · 2,050 to 2,435Jun 24, 2026 to Aug 25, 2026
- Other offices · 14 to 15Jun 24, 2026 to Aug 25, 2026
- Discretionary RAUM · $811M to $1.1BJun 24, 2026 to Aug 25, 2026
- HNW RAUM · $367M to $465MJun 24, 2026 to Aug 25, 2026
- Individual RAUM · $458M to $605MJun 24, 2026 to Aug 25, 2026
- Non-discretionary RAUM · $13.8M to $14.0MJun 24, 2026 to Aug 25, 2026
- RAUM · $825M to $1.1BJun 24, 2026 to Aug 25, 2026
- Accounts · 3,683 to 5,587Jan 6, 2026 to Feb 12, 2026
- Advisory employees · 29 to 32Jan 6, 2026 to Feb 12, 2026
- HNW clients · 61 to 209Jan 6, 2026 to Feb 12, 2026
- Individual clients · 1,502 to 2,050Jan 6, 2026 to Feb 12, 2026
- Employees · 75 to 88Jan 6, 2026 to Feb 12, 2026
- Other offices · 10 to 14Jan 6, 2026 to Feb 12, 2026
- Discretionary RAUM · $427M to $811MJan 6, 2026 to Feb 12, 2026
- HNW RAUM · $115M to $367MJan 6, 2026 to Feb 12, 2026
- Individual RAUM · $324M to $458MJan 6, 2026 to Feb 12, 2026
- Non-discretionary RAUM · $12.8M to $13.8MJan 6, 2026 to Feb 12, 2026
- RAUM · $440M to $825MJan 6, 2026 to Feb 12, 2026
- Financial planning clients · More than 500 to More than 500Mar 27, 2025 to May 8, 2025
- Accounts · 2,988 to 3,683Dec 13, 2024 to Mar 27, 2025
- Advisory employees · 10 to 29Dec 13, 2024 to Mar 27, 2025
- HNW clients · 75 to 61Dec 13, 2024 to Mar 27, 2025
- Individual clients · 1,581 to 1,502Dec 13, 2024 to Mar 27, 2025
- Employees · 42 to 75Dec 13, 2024 to Mar 27, 2025
- Discretionary RAUM · $237M to $427MDec 13, 2024 to Mar 27, 2025
- HNW RAUM · $80.1M to $115MDec 13, 2024 to Mar 27, 2025
- Individual RAUM · $157M to $324MDec 13, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $0 to $12.8MDec 13, 2024 to Mar 27, 2025
- RAUM · $237M to $440MDec 13, 2024 to Mar 27, 2025
- Other offices · 9 to 10Dec 12, 2024 to Dec 13, 2024
- Other offices · 7 to 9Jun 10, 2024 to Aug 14, 2024
- Advisory employees · 11 to 10Mar 12, 2024 to Mar 13, 2024
- Employees · 44 to 42Mar 12, 2024 to Mar 13, 2024
- Accounts · 3,629 to 2,988Jan 10, 2024 to Mar 12, 2024
- HNW clients · 31 to 75Jan 10, 2024 to Mar 12, 2024
- Individual clients · 1,102 to 1,581Jan 10, 2024 to Mar 12, 2024
- Financial planning clients · 0 to More than 500Jan 10, 2024 to Mar 12, 2024
Signals
18 dated events
- Foguth Wealth Management, Llc. reported RAUM $1.1B, up 30% from $825.1M (2026-06-24 to 2026-08-25)Aug 25, 2026 · RAUM change · derived
- Jackson Bush left Foguth Wealth Management, Llc. for Northwestern Mutual Investment Services,Llc (registered 2026-09-10)Jul 7, 2026 · Advisor changed firm · fact
- Leyland Angus Lindie left Foguth Wealth Management, Llc. for Christ Capital Advisors (registered 2026-07-17)Jun 17, 2026 · Advisor changed firm · fact
- Jacob William Loucks left Foguth Wealth Management, Llc. for Wealth For You Financial, Llc (registered 2026-03-30)Feb 27, 2026 · Advisor changed firm · fact
- Foguth Wealth Management, Llc. reported RAUM $825.1M, up 88% from $439.6M (2026-01-06 to 2026-02-12)Feb 12, 2026 · RAUM change · derived
- Jeremy Johnathon Mcmullen left Foguth Wealth Management, Llc. for Ep Wealth Advisors (registered 2026-01-16)Feb 9, 2026 · Advisor changed firm · fact
- Lauren Serafimovski left Foguth Wealth Management, Llc. for Strategic Advisers Llc (registered 2025-12-12)Oct 27, 2025 · Advisor changed firm · fact
- David Andrew Lindley left Foguth Wealth Management, Llc. for Oakwell Private Wealth Management (registered 2025-10-10)Sep 25, 2025 · Advisor changed firm · fact
- Logan Frederick Bauer left Foguth Wealth Management, Llc. for Paragon Retirement Planning, Inc. (registered 2025-08-22)Jul 11, 2025 · Advisor changed firm · fact
- Adam Charles Peak left Foguth Wealth Management, Llc. for Spc (registered 2025-06-06)Jun 9, 2025 · Advisor changed firm · fact
- Vanessa Marie Thomas left Foguth Wealth Management, Llc. for Ameriprise Financial Services, Llc (registered 2025-09-04)Apr 2, 2025 · Advisor changed firm · fact
- Foguth Wealth Management, Llc. reported RAUM $439.6M, up 86% from $237.0M (2024-12-13 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- Seth Gregory Downing left Foguth Wealth Management, Llc. for Advice And Planning Services (registered 2025-01-23)Aug 16, 2024 · Advisor changed firm · fact
- Jeffrey Dennis left Foguth Wealth Management, Llc. for Cuso Financial Services, L.P. (registered 2024-10-07)Jun 25, 2024 · Advisor changed firm · fact
- Thomas J Myers left Foguth Wealth Management, Llc. for Stonepath Wealth Management (registered 2024-02-22)Mar 13, 2024 · Advisor changed firm · fact
- 2 advisors left Truadvice LLC (Sarasota, FL) for Foguth Wealth Management, LLC. on the same dayDec 13, 2023 · Team lift-out · derived
- Truadvice LLC's advisors moved to Foguth Wealth Management, LLC. (Brighton, MI): 7 of 11 registered, on the same dayDec 13, 2023 · Firm absorbed (people side) · derived
- Foguth Wealth Management, Llc. filed its initial SEC registration (Form ADV)Aug 10, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 844-436-4884reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 866-845-4149reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/foguthfinancialreportedpublic record, Form ADV, Sep 17, 2026
- Website
- foguthfinancial.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (810) 522-5650reportedpublic record, Form ADV, Aug 25, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $20.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026