Sam Huszczo
SGH Wealth Management · Lathrup Village, Michigan
Sam Huszczo is a fee-only financial advisor at SGH Wealth Management in Lathrup Village, Michigan, who holds the CFA and CFP credentials. 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 | CFA · CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 4677793 |
| Exams passed | Series 66 (2003) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | sghwm.com |
How Sam'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 Sam
Is Sam Huszczo a fee-only financial advisor?
Yes. Sam Huszczo is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sam's firm.
How does Sam charge for financial advice?
Sam's firm, SGH Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sam Huszczo based?
Sam Huszczo is based in Lathrup Village, Michigan.
What credentials does Sam Huszczo hold?
Sam Huszczo holds the CFA and CFP credentials.
Is Sam Huszczo registered with the SEC?
Yes. Sam Huszczo is registered as an investment adviser representative in MI and TX (CRD 4677793), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Sam Huszczo?
Through Sam's website, sghwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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