|
⚲
|
| UHY Wealth Management RIA LLC
✚
|
|
|---|---|
| CRD # | 317608 |
| SEC # | 801-135711 |
| CIK # | |
| AUM | $102.6 M (2026-04-20) |
| Employees | 6 (17% Investors, 17% Brokers) |
| Phone | 248-609-1610 |
| Address | 27725 Stansbury Blvd, Suite 385 Farmington Hills, MI 48334 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 1.3 |
| (b) Individuals (high net worth individuals) | 81 | 43.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 57.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 90 | 102.6 |
| By Discretionary | ||
| Discretionary | 89 | 45.0 |
| Non-Discretionary | 1 | 57.6 |
| Total | 90 | 102.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.6 | |
| Total | 90 | 102.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Carter Terry & Company Inc
✚
|
GA | 0.1 |
|
Prestige Wealth Management LLC
✚
|
CO | 0.1 |
|
Alamo Capital
✚
|
CA | 0.1 |
|
Navigation Wealth Management Inc
✚
|
CO | 0.1 |
|
Networth Asset Management Inc
✚
|
0.1 | |
|
Victory Asset Management Co Inc
✚
|
NJ | 0.1 |
|
Secure Retirement Financial & Insurance Services Corp
✚
|
CA | 0.1 |
|
Apforia Ltd
✚
|
VA | 0.1 |
|
TIA Wealth Management LLC
✚
|
MA | 0.1 |
|
Fuerst Financial Group Inc
✚
|
TN | 0.1 |