Daniel Sippell
SGH Wealth Management · Lathrup Village, Michigan
Daniel Sippell is a fee-only financial advisor at SGH Wealth Management in Lathrup Village, Michigan, who holds the CFP credential. SGH Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | SGH Wealth Management |
|---|---|
| Based in | Lathrup Village, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $561.8M across 427 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 8205344 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | sghwm.com |
How Daniel's firm compares
- SGH Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 427 accounts).
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Questions about Daniel
Is Daniel Sippell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and SGH Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, SGH Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Sippell based?
Daniel Sippell is based in Lathrup Village, Michigan.
What credentials does Daniel Sippell hold?
Daniel Sippell holds the CFP credential.
Is Daniel Sippell registered with the SEC?
Yes. Daniel Sippell is registered as an investment adviser representative in MI and TX (CRD 8205344), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SGH Wealth Management manage?
SGH Wealth Management reports $561.8M across 427 accounts in assets under management.
How do I contact Daniel Sippell?
Through Daniel's website, sghwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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