UHY Wealth Management RIA LLC

RIASEC Registered

Total AUM

$912M

Discretionary

$386M

42% of AUM

Avg account

$1.7M

Accounts

549

Employees

Advisory reps

Firm details

Headquarters: Sterling Heights, Michigan
CRD number: 317608
Registered since: March 26, 2026
Website: uhy-wealth.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans57.67%
HNWI29.8%
Individuals12.54%
Services: Portfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

UHY Wealth Management Ria LLC is an SEC-registered advisory firm (registered in 2026) that manages portfolios for individuals, families and institutional clients. The firm operates as a limited liability company and charges fees based on a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, pension consulting and educational seminars or workshops. UHY reports relationships with broker-dealers, accounting firms and insurance companies as industry affiliations. The firm does not identify as an active ESG investor.