Caleb Marsh

FOGUTH WEALTH MANAGEMENT.

Brighton, MI 48116

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CRD#: 7065957

Professional summary

Caleb Marsh is a registered financial advisor currently at FOGUTH WEALTH MANAGEMENT, LLC. located in Brighton, Michigan.

Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Caleb has worked at 3 firms and has passed the Series 65, Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Golf Simple; Investment related-No; Darien, CT; Golf Consumer Product; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); July 2017; During business hours: 0; After business hours: 2.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caleb Marsh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 24, 2024 - Present

FOGUTH WEALTH MANAGEMENT, LLC.

Office #1: 325 W. Main St., Brighton, MI 48116

RIA

CRD#: 327434

Brighton, MI

Past

February 28, 2022 - May 28, 2024

STRATEGIC ADVISORY PARTNERS

RIA

CRD#: 314842

GREENSBORO, NC

Past

June 24, 2019 - August 24, 2021

MORGAN STANLEY

RIA

CRD#: 149777

Boca Raton, FL

Past

June 4, 2019 - August 24, 2021

MORGAN STANLEY

CRD#: 149777

Boca Raton, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA

Registered Investment Advisory firm - (9/12/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(6/24/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/26/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/22/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/4/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/30/2019

Securities Industry Essentials Examination

Current Firm

FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA

Registered Investment Advisory firm - (9/12/2023 Approved)

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Contact information

Main Address

325 W. Main St., Brighton, MI 48116

Mailing Address

Phone number

(810) 522-5650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FWM ADV PART 2A FIRM BROCHURE (3/25/25) (3/27/2025)

Regulatory assets under management

Total Number of Accounts	3,683
AUM (Assets Under Management)	$ 439,609,115

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Caleb Marsh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caleb Marsh's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISORY PARTNERS

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

FOGUTH WEALTH MANAGEMENT, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/2022

Series 66

Date: 6/22/2019

Series 7TO

Date: 6/4/2019

SIE

Date: 4/30/2019

Current Firm

FOGUTH WEALTH MANAGEMENT, LLC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOGUTH WEALTH MANAGEMENT, LLC.

TRUST BUT VERIFY

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