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Caleb Marsh

Foguth Wealth Management, LLC

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About Caleb Marsh

Caleb Marsh is a registered investment advisor representative in Michigan, associated with Foguth Wealth Management, LLC. Caleb has been active in the financial services industry since 2019. Caleb holds the Series 65 and 66 licenses as well as Series 7TO and SIE, and is a specializations expert in financial planning, portfolio management for individuals and businesses, and pension consulting. Caleb has experience with Morgan Stanley and a number of other firms.

Firm Information

Caleb Marsh 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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Caleb Marsh’s Registration & Firm History

MI

06/24/2024 - Present

Foguth Wealth Management, LLC (BRIGHTON MI)

FL

06/04/2019 - 08/24/2021

MORGAN STANLEY (Boca Raton FL)

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Licenses & Designations

IA

Issued 01/26/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/22/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Caleb Marsh. Review regulatory record here.
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