Adviser Profile

As of Date 11/03/2026
Registration SEC, Approved, 03/26/2026
Other registrations (2)
Former registrations

UHY WEALTH MANAGEMENT RIA LLC

ADV Location STERLING HEIGHTS, MI, United States
Contact Info 248 xxxxxxx
AUM* 912,053,519
of that, discretionary 386,094,621
Number of Employees 12
of those in investment advisory functions 10
Private Fund GAV* 0
Avg Account Size 1,661,300
% High Net Worth 18.21%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

58M 49M 41M 33M 25M 16M 8M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees