UHY WEALTH MANAGEMENT RIA LLC
Firm details
- Headquarters
- FARMINGTON HILLS, Michigan
- CRD number
- 317608
- Registered since
- March 26, 2026
- Custodians
- EMPOWER FINANCIAL SERVICES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans56.11%
- HNWI42.65%
- Individuals1.24%
- Services
- Portfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
UHY Wealth Management Ria LLC operates as a limited liability company advising individual and family clients. The firm is registered with the SEC (registration listed in 2026) and charges fees based on a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, pension consulting services, and investor education through seminars and workshops. The firm is not positioned as an ESG-focused allocator. It maintains relationships across the financial ecosystem, including ties to a broker‑dealer, accounting professionals, and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2Thomas Bomberski
Chief Financial OfficerCRD 8051234
Laura LaPeer
Chief Financial OfficerCRD 7642517
Contacts
3 of 9RYAN HOWARTH
Investment Advisor RepresentativeCRD 6033703
Amal Hagisufi
Financial PlannerCRD 6330461
FELICITY DI PISA
Financial PlannerCRD 6297883
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FARMINGTON HILLS, MI
OAKLAND
Location
FARMINGTON HILLS, MI
Headquartered in FARMINGTON HILLS, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 27725 Stansbury Blvd
- Time zone
- ET (UTC-5)
- Office locations
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