Uhy Wealth Management RIA LLC

Overview

Uhy Wealth Management RIA LLC is an SEC registered investment adviser based in Farmington Hills, MI, registered since 2024. It reports $103M in assets under management across 90 accounts, with 6 employees. It has 11 investment adviser representatives.

Reported AUM

$103M

Discretionary

44%

Accounts

90

Average account

$1.1M

Employees

6

Advisory reps

11

Registered since

2024

Jurisdictions

50

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Daniel James Laginess President, Chief Operating Officer, Managing Director CRD 3055560
• Brian McDonald Megenity Chief Compliance Officer CRD 2889637
• Laura Anne Lapeer Treasurer, Chief Financial Officer, Director CRD 7642517

1 more executive officer, with direct contact details

Advisory reps 3 of 11

• Trevor Douglas Cope Insurance Agent · Investment Adviser Rep CRD 6538718
• Felicity Claire Dipisa Insurance Agent · Investment Adviser Rep CRD 6297883
• Shaun Edusada Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7332672

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

27725 Stansbury Blvd Ste 385
Farmington Hills, MI 48334

County

Oakland

Metro area

Detroit-Warren-Dearborn, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 50 jurisdictions

Every state, with registration dates

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