Data / Investment advisers / Michigan / Uhy Wealth Management RIA LLC
Uhy Wealth Management RIA LLC, Sterling Heights, MI: $912 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Uhy Wealth Management RIA LLC is an SEC registered investment adviser with its main office in Sterling Heights, Michigan and reports $912 million in regulatory assets under management in its Form ADV filed October 23, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management.
The request: Watch Uhy Wealth Management RIA LLC (CRD number 317608): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 317608
- SEC file number
- 801-135711
- SEC status
- Approved, effective March 26, 2026
- Main office
- 12900 Hall Road Suite 415, Sterling Heights, MI 48313
- Phone
- (248) 289-5707
- Regulatory AUM
- $912,053,519 in the Form ADV filed October 23, 2026
- Discretionary AUM
- $386,094,621
- Non discretionary AUM
- $525,958,898
- Accounts
- 549
- Employees
- 12, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 36 | $526 million |
| High net worth individuals | 100 | $271.7 million |
| Individuals (other than high net worth individuals) | 413 | $114.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| November 2, 2026 | $912.1 million | October 23, 2026 |
| April 1, 2026 | $102.6 million | March 5, 2026 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Stonebrook Private LLC | Northville | $937 million | Not listed | adviserinfo.sec.gov |
| Lsia | Bloomfield Hills | $932.1 million | Not listed | adviserinfo.sec.gov |
| Old Mission Investment Company, LLC | Traverse City | $929 million | Not listed | adviserinfo.sec.gov |
| Dillon & Associates Inc | Jackson | $916.4 million | Not listed | adviserinfo.sec.gov |
| McMillan Office, Inc. | St. Clair Shores | $913.7 million | Not listed | adviserinfo.sec.gov |
| Cranbrook Wealth Management, LLC | Bloomfield Hills | $906.8 million | Not listed | adviserinfo.sec.gov |
| JLB & Associates Inc | Plymouth | $892.7 million | Not listed | adviserinfo.sec.gov |
| Secure Asset Management, L.L.C. | Troy | $870.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Uhy Wealth Management RIA LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.