UHY Wealth Management

Finance · 11-50 Employees

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Overview

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
May
Jun
ZI Rank
1
1
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1

About UHY Wealth Management

UHY Wealth Management was founded on the premise of bringing a unified client service model to our existing and prospective clients. By combining the resources of Financial Advisors and Tax Advisors, UHY Wealth Management is able to serve the needs of our clients through the entirety of their planning needs. We strive to exceed expectations in personal attention and individual service for our clients by bringing clarity to their life and wealth. Securities and Investment Advisory services offered through SagePoint Financial, Inc., A Registered Broker Dealer member FINRA / SIPC and registered investment advisor. UHY Wealth is not affiliated with SagePoint Financial Inc. or registered as a broker dealer or investment advisor.Explore more
UHY Wealth Management's Social MediaPopular SearchesUHY Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

UHY Wealth Management Org Chart

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JN

Managing Director

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MS

Wealth Management Associate

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WM

Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

UHY Wealth Management

<$5M
11-50
Private
-
-
JN
John NoriManaging Director
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.1M
1-10
Private
-
2006
<$5M
1-10
Private
<$5M
2011
ML
McKayla LanghillRelationship Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
GS
Gabriel SmithBranch Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

UHY Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

UHY Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about UHY Wealth Management.

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Frequently Asked Questions Regarding UHY Wealth Management

What is UHY Wealth Management's official website?
UHY Wealth Management's official website is www.uhywealth.com
What is UHY Wealth Management's Revenue?
UHY Wealth Management's revenue is <$5 Million
What is UHY Wealth Management's SIC code?
UHY Wealth Management's SIC: 62,628
What is UHY Wealth Management's NAICS code?
UHY Wealth Management's NAICS: 52,523
How many employees does UHY Wealth Management have?
UHY Wealth Management has 11-50 employees
What industry does UHY Wealth Management belong to?
UHY Wealth Management is in the industry of: Finance, Securities Trading
What is UHY Wealth Management competition?
UHY Wealth Management top competitors include: Financial Eagle, radiclewealth.com, Yeomans Consulting Group, Antaeus Wealth Advisors
What does UHY Wealth Management do?

UHY Wealth Management was founded on the premise of bringing a unified client service model to our existing and prospective clients. By combining the resources of Financial Advisors and Tax Advisors, UHY Wealth Management is able to serve the needs of our clients through the entirety of their planning needs. We strive to exceed expectations in pers... onal attention and individual service for our clients by bringing clarity to their life and wealth. Securities and Investment Advisory services offered through SagePoint Financial, Inc., A Registered Broker Dealer member FINRA / SIPC and registered investment advisor. UHY Wealth is not affiliated with SagePoint Financial Inc. or registered as a broker dealer or investment advisor.Read More

What are UHY Wealth Management social media links?
UHY Wealth Management Linkedin page
Is UHY Wealth Management a public company?
UHY Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about UHY Wealth Management

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