SGH WEALTH MANAGEMENT
CRD #284067 SEC #801-113388 LATHRUP VILLAGE, MI (248) 731-0029
SEC Registered
Total AUM
$453.7M
Discretionary
$453.7M
Employees
12
Clients
251
Accounts
371
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $453.7M | $453.7M | $0 | 12 | 371 |
| Mar 2025 | $453.7M | $453.7M | $0 | 12 | 371 |
| Mar 2024 | $354.2M | $354.2M | $0 | 11 | 322 |
| Mar 2023 | $269.4M | $269.4M | $0 | 8 | 287 |
| Mar 2022 | $275.6M | $275.6M | $0 | 4 | 249 |
| Mar 2021 | $225.1M | $225.1M | $0 | 4 | 249 |
| Jun 2020 | $178.3M | $178.3M | $0 | 5 | 226 |
| Mar 2020 | $178.3M | $178.3M | $0 | 5 | 226 |
| Aug 2019 | $158.9M | $158.9M | $0 | 4 | 210 |
| Mar 2019 | $141.9M | $141.9M | $0 | 3 | 198 |
| Aug 2018 | $114M | $114M | $0 | 2 | 220 |
| May 2018 | $114M | $114M | $0 | 2 | 220 |
DateJul 2025
Total AUM$453.7M
Discretionary$453.7M
Non-Disc.$0
Employees12
Clients371
DateMar 2025
Total AUM$453.7M
Discretionary$453.7M
Non-Disc.$0
Employees12
Clients371
DateMar 2024
Total AUM$354.2M
Discretionary$354.2M
Non-Disc.$0
Employees11
Clients322
DateMar 2023
Total AUM$269.4M
Discretionary$269.4M
Non-Disc.$0
Employees8
Clients287
DateMar 2022
Total AUM$275.6M
Discretionary$275.6M
Non-Disc.$0
Employees4
Clients249
DateMar 2021
Total AUM$225.1M
Discretionary$225.1M
Non-Disc.$0
Employees4
Clients249
DateJun 2020
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees5
Clients226
DateMar 2020
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees5
Clients226
DateAug 2019
Total AUM$158.9M
Discretionary$158.9M
Non-Disc.$0
Employees4
Clients210
DateMar 2019
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees3
Clients198
DateAug 2018
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees2
Clients220
DateMay 2018
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees2
Clients220