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Jeremy Johnathon McMullen

Foguth Wealth Management, LLC

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About Jeremy Johnathon McMullen

Jeremy Johnathon McMullen is an investment advisor representative associated with Foguth Wealth Management, LLC. Jeremy has been active in the industry since June 2022 and holds a Series 65 license. Jeremy specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. In addition to Jeremy's role at Foguth Wealth Management, LLC, Jeremy is also the owner of McMullen Holdings LLC, an investment-related business. Jeremy has held various positions in the past including financial advisor, and currently devotes approximately 160 hours per month to his other business.

Firm Information

Jeremy McMullen 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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Jeremy McMullen’s Registration & Firm History

MI

09/12/2023 - Present

Foguth Wealth Management, LLC (BRIGHTON MI)

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Licenses & Designations

IA

Issued 12/31/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Johnathon McMullen.
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