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SGH WEALTH MANAGEMENT

LATHRUP VILLAGE, MI · CRD 284067 · IAPD ↗ · (248) 731-0029

$561.8MRegulatory AUM
6Advisory reps
12Employees
427Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
February 2026 — SGH WEALTH MANAGEMENT notice-filed in OR, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2026 — SGH WEALTH MANAGEMENT crossed $500M in regulatory AUM ($453.7M -> $561.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2025 — SGH WEALTH MANAGEMENT reported RAUM up 28% ($354.2M -> $453.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — SGH WEALTH MANAGEMENT grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
64
April 2024 — SGH WEALTH MANAGEMENT reported RAUM up 31% ($269.4M -> $354.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.