SourcingSourcing

UHY WEALTH MANAGEMENT RIA LLC

C44
CRD 317608·SEC 801-135711·FARMINGTON HILLS, MI
AUM
$102.6M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$308K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
UHY WEALTH MANAGEMENT RIA LLC
CRD
317608
SEC file #
801-135711
EIN
—
DBA names
—

Economics

AUM
$102.6M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals High Net Worth81
Individuals Other8

Operations

Employees (total)
6
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
FARMINGTON HILLS MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
% of AUM

Filings

Latest ADV filing
04/20/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
UHY ADVISORS, INC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
UHY ADVISORS, INC
Bomberski, Thomas, David
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3421
Soi Zip Pct 200k Plus
0.1038
Soi Zip Returns 200k Plus
950
Soi Zip Total AGI
979,876
Fdic Zip Total Deposits
45,276,912,000
Fdic Zip Branch Count
460
Fdic Zip Top Banks
Comerica Bank
Level One Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Republic BankFarmington Hills, MI
Michigan National BankFarmington Hills, MI
Fdic Zip HHI
948.39
Fdic Zip Top Bank Share Pct
19.02
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI25,416
Returns2,330
Stub 2
AGI55,330
Returns1,480
Stub 3
AGI76,460
Returns1,230
Soi Zip Total Business Income
25,639
Soi Zip Total Cap Gains
49,706
Soi Zip Total Dividends
36,246
Soi Zip Total Returns
9,150
Trust Company Affiliate
No

People (11)

11
LAGINESS, DANIEL, JAMES
IAR · Executive Officer · 2.5%
3055560
MEGENITY, BRIAN, MCDONALD
IAR · Executive Officer · 2.5%
2889637
Bomberski, Thomas, David
Executive Officer · 2.5%
8051234
LAPEER, LAURA, ANNE
Executive Officer · 2.5%
7642517
Shaun Edusada
IAR
7332672
RYAN ANDREW HOWARTH
IAR
6033703
TREVOR DOUGLAS COPE
IAR
6538718
Amal Hagisufi
IAR
6330461
FELICITY DI PISA
IAR
6297883
NORBERT CHARLES MARTZ
IAR
6267049
Lydia Teeple
IAR
7008411