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- Custodian
- Charles Schwab & Company ยท Security Benefit
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2023
- Office Locations
- 19
Office Locations
About Foguth Wealth Management, Llc.
Foguth Financial Group provides holistic retirement planning for individuals in or nearing retirement, focused on building retirement income strategies alongside Social Security, wealth accumulation, tax minimization, and risk/insurance planning (life, long-term care, asset protection). Planning is delivered through its proprietary 1-2-3 Retirement Ready Roadmap and software; advisory services are offered via Foguth Wealth Management, an SEC-registered RIA.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Michael Foguth
Chief Executive Officer, Financial Advisor
- CRD
- --
- Ownership
- 75% or more
ANTHONY JOSEPH ENDRESS
Chief Compliance Officer
- CRD
- #6545116
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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TIMOTHY THOMAS ALFIERI
Financial Advisor
- CRD
- #6736071
Daniel L Anderson
--
- CRD
- #7285375
Showing 2 of 52 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $811,319,194 | $147,754 |
| Non-Discretionary | $13,826,981 | $144,031 |
| Total | $825,146,175 | $147,690 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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