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UHY WEALTH MANAGEMENT RIA LLC
CRD 317608File 801-135711
APPROVED
Retail clients
Filing as of Apr 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$102.6M
Bottom 25% of cohort (national)
Discretionary AUM
$45.0M
Non-discretionary $57.6M
Clients
89
90 accounts
Employees
6
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 26, 2026
- Principal office
- 27725 STANSBURY BLVD, SUITE 385, FARMINGTON HILLS, MI, 48334
- Phone
- 2486091610
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $102.6M
- Discretionary AUM
- $45.0M
- Non-discretionary AUM
- $57.6M
- Discretionary accounts
- 89
- Non-discretionary accounts
- 1
- Total accounts
- 90
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 81 | $43.7M |
| Pension and profit sharing plans | Fewer than 5 | $57.6M |
| Individuals (other than high net worth individuals) | 8 | $1.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.