FARMINGTON HILLS, MICRD 317608Latest ADV April 20, 2026
Uhy Wealth Management Ria LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Farmington Hills, MI. Its latest Form ADV filing, dated April 20, 2026, reports $103M in regulatory assets under management, 6 employees, and 90 accounts.
Assets Under Management
$103M
Employees
6
Offices
--
Total Clients
89
Primary office
FARMINGTON HILLS, MI
27725 STANSBURY BLVD, SUITE 385, FARMINGTON HILLS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 91.0% of total clients.
Top client categories% of clientsClients
1
HNWI
91.0%
81
2
Individuals
9.0%
8
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$103Mas of April 20, 2026
Discretionary43.9%
$45M
44% of total RAUM43.9%
Non-discretionary56.1%
$58M
56% of total RAUM56.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$103M
Total Accounts90
10Y AUM Change$0 (0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee15:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.