U
$102.6M Total AUM
$45.0M Disc. AUM
-- 3Y CAGR
6 Employees
89 ADV. Clients
2 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · Empower
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-29-2024
- Office Locations
- 6
Office Locations
12900 Hall RD Suite 500 Sterling Heights MI
2701 Cambridge CT STE 480 Auburn Hills MI
27725 Stansbury Blvd, Suite 385 Farmington Hills MI
About UHY Wealth Management RIA LLC
UHY Wealth Management RIA LLC is a Farmington Hills-based RIA with 6 offices. The firm has been operating for 2 years. Managing $102.6M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company.
Team overview
34 AVG AGE
$102.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
0.6 yrs AVG TENURE
6 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
T
Thomas David Bomberski
DIRECTOR, Secretary
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
D
DANIEL JAMES LAGINESS
Chief Operating Officer, MANAGING DIRECTOR, President
- CRD
- #3055560
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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TREVOR DOUGLAS COPE
--
- CRD
- #6538718
Available
Available
Available
FELICITY DI PISA
Financial Planner
- CRD
- #6297883
Available
Available
Available
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,027,185 | $505,923 |
| Non-Discretionary | $57,563,677 | $57,563,677 |
| Total | $102,590,862 | $1,139,898 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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