A complete list of active advisors currently associated with UHY Wealth Management RIA LLC
Warmer can help you find a great advisor at UHY Wealth Management RIA LLC or one who fits your needs even better.
UHY Wealth Management RIA LLC provides wealth management and pension consulting to a mix of individuals, retirement plans, trusts, estates, and institutional clients. Its services include both discretionary and non‑discretionary portfolio management, development of personalized investment policies, and plan‑sponsor support such as investment option selection and participant education for defined‑contribution plans. The firm establishes client objectives through personal discussions and constructs portfolios using fundamental and technical analysis across equities, fixed income, ETFs and other vehicles, with client restrictions accommodated in writing. UHY typically bills on a percentage‑of‑assets basis (while retaining the ability to negotiate alternative fee arrangements) and excludes identified “Independence Securities” from fee calculations when required. UHY’s corporate structure is distinctive for its affiliations: it is a subsidiary of UHY Parent and is affiliated with a limited‑purpose broker‑dealer, an insurance agency, and a licensed CPA/audit firm (UHY LLP), and the brochure describes related conflicts and operational limits arising from those relationships. Because of the audit‑affiliated relationship, the firm will not provide advice on securities of UHY LLP audit clients (so‑called “Independence Securities”); the brochure also discloses that UHY oversees a greater amount of non‑discretionary assets than discretionary assets and does not accept proxy‑voting authority for client accounts.
To learn more about the advisors currently working at UHY Wealth Management RIA LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse UHY Wealth Management RIA LLC's office locations.
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