Adviser Profile
| As of Date | 03/28/2026 |
| Registration status | Registration Changed to UHY WEALTH MANAGEMENT RIA LLC |
| ADV Location | FARMINGTON HILLS, MI, United States |
| Contact Info | 248 xxxxxxx |
| AUM* | 102,590,862 |
| of that, discretionary | 45,027,185 |
| Number of Employees | 6 500% |
| of those in investment advisory functions | 1 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,139,898 |
| % High Net Worth | 87.10% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
1
1
1
1
Private Funds
No private funds