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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-26-2016
- Office Locations
- 1
Office Locations
About SGH Wealth Management
SGH Wealth Management is a Michigan-based RIA led by Sam G. Huszczo, focused on financial planning and retirement readiness for individuals and retirees. The firm emphasizes fee-aware, no-commission portfolio construction using low-cost investments, with ETF-based allocations central to its managed accounts. Custodies primarily at Charles Schwab and uses tools such as MoneyGuide and Tamarac.
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Owner & Executives
SAM GREGORY HUSZCZO
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4677793
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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John Paul Atkinson
Certified Financial Planner®
- CRD
- #8052381
Cameron N Beginin
Advisor
- CRD
- #7557238
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $561,760,000 | $1,315,597 |
| Non-Discretionary | $0 | -- |
| Total | $561,760,000 | $1,315,597 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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