UHY Wealth Management RIA LLC

The firm relies primarily on referrals from its parent company, UHY LLP, which provides audit, tax, and consulting services to privately held businesses and high-net-worth individuals. This captive referral model differentiates it from RIAs that market directly to the public. The firm does not appear to solicit clients through public advertising or digital channels.

Public filings and the firm's stated services indicate a focus on traditional asset allocation through public securities and mutual funds. Direct private investment structures are not highlighted. The firm's offering is centered on planning and advisory rather than as a direct investor or GP.

UHY Wealth Management RIA LLC is a subsidiary of UHY LLP, the US member firm of UHY International. The wealth management entity operates under the same brand and shares office infrastructure but is legally separate as an RIA. This structure enables the firm to offer wealth advisory services while avoiding conflicts of interest with the parent's audit and tax practice.

The firm operates on a fee-based model, charging clients a percentage of assets under management or a fixed planning fee. This aligns with standard RIA practice. Specific fee schedules are not publicly available but are disclosed to clients via Form ADV and the firm's advisory agreements.