Uhy Wealth Management RIA LLC
● SEC registered since 2026CRD 317608SEC# 801-135711Farmington Hills, MI
Reg. AUM
$102.6M
Employees
6
Accounts
90
Location
Farmington Hills, MI
Uhy Wealth Management RIA LLC assets under management
Uhy Wealth Management RIA LLC is an SEC-registered investment adviser based in Farmington Hills, MI. The firm has been registered since 2026. It reports $102.6 million in regulatory assets under management and employs 6 people.
Uhy Wealth Management RIA LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian McDonald Megenity | Chief Compliance Officer | Under 5% | 2024 |
| Daniel James Laginess | President, Coo, Managing Director | Under 5% | 2025 |
| Laura Anne Lapeer Control | Treasurer, Cfo, Director | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Uhy Wealth Management RIA LLC manage?
Uhy Wealth Management RIA LLC reports $102.6 million in regulatory assets under management on its Form ADV.
How many employees does Uhy Wealth Management RIA LLC have?
Uhy Wealth Management RIA LLC reports 6 employees.
Where is Uhy Wealth Management RIA LLC located?
Uhy Wealth Management RIA LLC is based in Farmington Hills, MI and has been SEC-registered since 2026.
Does Uhy Wealth Management RIA LLC disclose fund performance?
Uhy Wealth Management RIA LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 27725 Stansbury Blvd, Suite 385, Farmington Hills, MI 48334 |
| Phone | 2486091610 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$102.6MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$102.6Mregulatory AUM
Discretionary $45MNon-discretionary $57.6M