Uhy Wealth Management RIA LLC: new SEC registration, $103M AUM, Farmington Hills, MI
Uhy Wealth Management RIA LLC (Farmington Hills, Michigan): new SEC registration, $103M AUM, Farmington Hills, MI. Its amount of 103 is below the median of 134 (14th percentile). Dated 224 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 103 · 14th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 10 published fields of this record are shown below. Locked: 26 related MI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Uhy Wealth Management RIA LLC |
| Legal name | Uhy Wealth Management RIA LLC |
| CRD | 317608 |
| Status | Approved |
| Registered with the SEC | 2026-03-26 |
| Latest Form ADV filing | 2026-04-20 |
| Location | Farmington Hills, MI, United States |
| Regulatory AUM | $102,590,862 |
| Accounts | 90 |
| Employees | 6 |
| amount percentile | 14th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (27 MI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-26
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MI first): Modell Capital Management LLC · Mbx Investors LLC · Vertrix Wealth Management, LLC · Marnell Management LLC · Northern Edge Wealth Management · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Uhy Wealth Management RIA LLC and 27 Michigan peers
- Michigan NewRiaPulse records like this one: 27
- Uhy Wealth Management RIA LLC's amount: 14th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Michigan peer: $5,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $103M under management.
What is the NewRiaPulse record for Uhy Wealth Management RIA LLC in Farmington Hills, Michigan?
Uhy Wealth Management RIA LLC received SEC registration as an investment adviser (2026-03-26) with $102,590,862 in regulatory assets under management, based in Farmington Hills, MI.
How does Uhy Wealth Management RIA LLC compare to other Michigan NewRiaPulse records?
Its amount of 103 is below the median (14th percentile); smaller records often move faster and face less competition. It is 224 days old; check the official source for later updates before acting.
Uhy Wealth Management RIA LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Uhy Wealth Management RIA LLC | Farmington Hills, MI | 103 | 14th | 2026-03-26 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Michigan NewRiaPulse: Approved
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.