SGH WEALTH MANAGEMENT

SGH WEALTH MANAGEMENT of LATHRUP VILLAGE, MI is an SEC-registered investment adviser (CRD 284067). Regulatory assets under management: $561.8M.

Registration

• CRD: 284067
• SEC file number: 801-113388
• Type: Registered investment adviser
• Location: 17550 W ELEVEN MILE RD, LATHRUP VILLAGE, MI, 48076
• Phone: (248) 731-0029
• Latest filing: 2026-02-01
• Regulatory AUM: $561.8M
• Discretionary AUM: $561.8M
• Clients: 12
• Accounts: 427

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284067 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search