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Caleb Marsh
Foguth Wealth Management, LLC.
5 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
Foguth Wealth Management, LLC.
Compensation
Fee-Only (AUM)
Firm Size
32 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$281K average
Assets Under Management
$439.6M
Fee Structure
Financial Planning:
Included in AUM fee
Investment Management
Planning
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Location
325 W. Main St., Brighton, MI, 48116
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Financial
September 2017
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Foguth Wealth Management, LLC.
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Strategic Advisory Partners
February 2022 - May 2024 · 2 yrs 3 mos
Morgan Stanley
June 2019 - August 2021 · 2 yrs 2 mos
Morgan Stanley
Broker
June 2019 - August 2021 · 2 yrs 2 mos
State Registrations
1 state
MI
Advisor
Exams
No exam information available for this advisor.
Caleb Marsh - Financial Advisor | TrueAdvisor