Auburn Hills, MI Office
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UHY Wealth Management RIA LLC
Team
Firm-wide stats for UHY Wealth Management RIA LLC
About
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.
Based on UHY Wealth Management RIA LLC
Expertise
Based on UHY Wealth Management RIA LLC
Location
2701 Cambridge Ct, Ste 480
Auburn Hills MI 48326
Advisors at this office
3
Advisors at this office
Ryan H
Series 63, Series 65
Auburn Hills, MI
UHY Wealth Management RIA LLC
Ryan Howarth is a financial advisor with UHY Wealth Management RIA LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining UHY in 2026, he worked with LPL Enterprise and Prudential Insurance Company of America. Outside of his advisory work, Howarth is the founder and owner of Summit Financial Partners. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, retirement plans, trusts, estates, and institutional clients. The firm uses fundamental and technical analysis to build portfolios across multiple asset classes while accommodating client restrictions.
Trevor C
Series 63, Series 65
Auburn Hills, MI
UHY Wealth Management RIA LLC
Trevor Cope is a financial advisor at UHY Wealth Management RIA LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at LPL Enterprise and Pruco Securities, LLC, and he has been associated with Prudential Insurance Company of America since 2015. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, retirement plans, trusts, estates, and institutional clients. The firm employs fundamental and technical analysis to develop personalized investment policies and offers both discretionary and non-discretionary portfolio management.
Lydia T
Series 63, Series 65
Auburn Hills, MI
UHY Wealth Management RIA LLC
Lydia Teeple is a financial advisor with UHY Wealth Management RIA LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her career includes roles at Osaic Wealth, LPL Enterprise, and Prudential Insurance Company of America. Outside of her advisory work, she engages in reselling clothing on Depop and occasionally works with food delivery through DoorDash. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, retirement plans, trusts, estates, and institutional clients. The firm uses a combination of fundamental and technical analysis to construct portfolios tailored to client objectives and restrictions.
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