James R Newman
Investment adviser representative at Foguth Wealth Management, LLC.
18 yearsExperience
1 stateRegistered in
$1.1BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Foguth Wealth Management, LLC.Jul 2026 to now
- Foguth Financial GroupJul 2026 to now
- Portside Wealth GroupMay 2026 to Jul 2026
- Simplicity WealthMar 2026 to May 2026
- Exacta Financial Services LLCSep 2021 to Jul 2026
- Meadowbrook Inc. dba AfgroupAug 2008 to Feb 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Foguth Wealth Management, LLC.
$1.1BAssets managed
2,690Clients
52Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8243890
- Firm CRD
- 327434