# UHY Wealth Management RIA LLC

UHY Wealth Management RIA LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 317608
- **SEC file number:** 801-135711
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317608

## About

UHY Wealth Management RIA LLC is an SEC-registered investment adviser in Farmington Hills, MI, registered since 2026. The firm manages $103 million in assets, with $45 million managed on a discretionary basis. It has 6 employees and 1 investment adviser.

## Questions

### How does UHY Wealth Management RIA LLC source clients?

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.

### Does UHY Wealth Management RIA LLC participate in direct private investments or only public-market portfolios?

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.

### What is the relationship between UHY Wealth Management RIA LLC and UHY LLP?

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.

### How does UHY Wealth Management RIA LLC's fee model compare to other RIAs?

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.

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Last updated: 2026-06-03T20:00:00.000Z

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