Fee-OnlyFinder

Uhy Wealth Management Ria LLC

% of assets managed in Farmington Hills, MI

SEC registeredNo commissions reported

Call (248) 609-1610Send a messageMap ↗

Public-record details

Address
27725 Stansbury Blvd, Suite 385, Farmington Hills, MI 48334
Phone
(248) 609-1610
Listed under
% of assets managed, Retirement plan consulting
CRD number
317608
Registration
SEC registered since 2026-03-26
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses; Pension consulting; Educational seminars/workshops
Regulatory assets under management
$102.6 million
Accounts managed
90
Clients reported (Form ADV 5.D)
89
Individual / high-net-worth clients
8 / 81
Employees
6
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-04-20

SEC registered investment adviser, CRD 317608, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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