← Tributary

FOGUTH WEALTH MANAGEMENT, LLC.

BRIGHTON, MI · CRD 327434 · IAPD ↗ · (810) 522-5650

$1.07BRegulatory AUM
32Advisory reps
88Employees
0Clients
More than 500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — FOGUTH WEALTH MANAGEMENT, LLC. added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
September 2026 — FOGUTH WEALTH MANAGEMENT, LLC. crossed $1B in regulatory AUM ($825.1M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
March 2026 — FOGUTH WEALTH MANAGEMENT, LLC. added office(s): 10 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2026 — FOGUTH WEALTH MANAGEMENT, LLC. crossed $500M in regulatory AUM ($439.6M -> $825.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
February 2026 — FOGUTH WEALTH MANAGEMENT, LLC. notice-filed in GA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2025 — FOGUTH WEALTH MANAGEMENT, LLC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2025 — FOGUTH WEALTH MANAGEMENT, LLC. reported RAUM up 86% ($237.0M -> $439.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
April 2025 — FOGUTH WEALTH MANAGEMENT, LLC. grew from 10 to 29 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
January 2025 — FOGUTH WEALTH MANAGEMENT, LLC. notice-filed in CA, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
January 2025 — FOGUTH WEALTH MANAGEMENT, LLC. added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
November 2024 — FOGUTH WEALTH MANAGEMENT, LLC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2024 — FOGUTH WEALTH MANAGEMENT, LLC. added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
July 2024 — FOGUTH WEALTH MANAGEMENT, LLC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — FOGUTH WEALTH MANAGEMENT, LLC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
76
April 2024 — FOGUTH WEALTH MANAGEMENT, LLC. reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
February 2024 — FOGUTH WEALTH MANAGEMENT, LLC. notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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