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Adam Charles Peak

Foguth Wealth Management, LLC

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About Adam Charles Peak

Adam Charles Peak is a financial advisor with Foguth Wealth Management, LLC. Adam has been in the financial industry since August 2007 and has a Series 7, Series 66, and SIE license. Adam specializes in financial planning, pension consulting, and portfolio management. Adam is also a Certified Financial Planner. Foguth Wealth Management, LLC is a registered investment advisor located in Brighton, Michigan. The firm provides a variety of financial services to individuals, including financial planning, portfolio management, and investment advisory services.

Firm Information

Adam Peak is currently registered with Foguth Wealth Management, LLC. Foguth Wealth Management, LLC is a Brighton, Michigan-based registered investment advisor with $236,955,954 in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Foguth Wealth Management serves a client base comprised primarily of high-net-worth individuals and individuals other than high-net-worth.
Foguth Wealth Management, LLC

325 W. MAIN ST.

BRIGHTON, MI 48116

$236.96M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Peak’s Registration & Firm History

MI

11/17/2024 - Present

Foguth Wealth Management, LLC (BRIGHTON MI)

MI

11/09/2012 - 12/15/2014

KALOS CAPITAL, INC. (PLYMOUTH MI)

MI

10/15/2008 - 11/12/2012

INVESTACORP, INC. (PLYMOUTH MI)

MI

08/29/2007 - 10/15/2008

SIGMA FINANCIAL CORPORATION (PLYMOUTH MI)

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Licenses & Designations

BOTH

Issued 01/16/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Adam Charles Peak. Review regulatory record here.
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