Investment adviser · CRD 317608
UHY WEALTH MANAGEMENT RIA LLC
Investment adviser filing (IA)
FARMINGTON HILLS, MI, United States · Form ADV filed Apr 20, 2026
- Regulatory AUM
- $103M Form ADV · Item 5.F
- Client accounts
- 90 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $57,563,677 | 56.1% |
| High-net-worth individuals | 81 | $43,749,952 | 42.6% |
| Individuals | 8 | $1,277,233 | 1.2% |
Filing source
Form ADV 2095451 · Apr 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 20, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets
Principal office
27725 STANSBURY BLVD, SUITE 385FARMINGTON HILLS, MI, 48334, United States
CRD 317608
Filing source
Form ADV 2095451 · Apr 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.