| 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 |
Uhy Wealth Management RIA LLC reports $102.6 million in regulatory assets under management on its Form ADV.
Uhy Wealth Management RIA LLC reports 6 employees.
Uhy Wealth Management RIA LLC is based in Farmington Hills, MI and has been SEC-registered since 2026.
Uhy Wealth Management RIA LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $45M |
| Non-discretionary | $57.6M |
| Total (RAUM) | $102.6M |