Uhy Wealth Management RIA LLC
● SEC registered since 2026CRD 317608SEC# 801-135711Sterling Heights, MI
Reg. AUM
$912.1M
Employees
12
Accounts
549
Location
Sterling Heights, MI
Uhy Wealth Management RIA LLC assets under management
Uhy Wealth Management RIA LLC is an SEC-registered investment adviser based in Sterling Heights, MI. The firm has been registered since 2026. It reports $912.1 million in regulatory assets under management and employs 12 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 |
| Thomas David Bomberski Control | Secretary, Director | Under 5% | 2025 |
| Uhy Advisors, Inc Control | Owner | Over 75% | 2021 |
| Legacy Holdings Topco, LP Control | Parent Company | Over 75% | 2024 |
Frequently asked questions
How much does Uhy Wealth Management RIA LLC manage?
Uhy Wealth Management RIA LLC reports $912.1 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 12 employees.
Where is Uhy Wealth Management RIA LLC located?
Uhy Wealth Management RIA LLC is based in Sterling Heights, 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 | 12900 Hall Road, Suite 415, Sterling Heights, MI 48313 |
| Phone | 2486091610 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$912.1M▲ 789%
Feb '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,389 advisers
EmployeesTop 35%
More than 65% of 16,799 advisers
Assets under management
$912.1Mregulatory AUM
Discretionary $386.1MNon-discretionary $526M