John Atkinson
SGH Wealth Management · Lathrup Village, Michigan
John Atkinson 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 8052381 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | sghwm.com |
How John'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 John
Is John Atkinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, SGH Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Atkinson based?
John Atkinson is based in Lathrup Village, Michigan.
What credentials does John Atkinson hold?
John Atkinson holds the CFP credential.
Is John Atkinson registered with the SEC?
Yes. John Atkinson is registered as an investment adviser representative in MI and TX (CRD 8052381), 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 John Atkinson?
Through John'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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