Norbert Charles Martz
Investment adviser representative at Uhy Wealth Management Ria LLC
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$102.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Uhy Wealth Management Ria, LLCMar 2026 to now
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaMar 2014 to now
- Pruco Securities, LLC.Mar 2014 to Nov 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MI).
Uhy Wealth Management Ria LLC
$102.6MAssets managed
89Clients
10Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6267049
- Firm CRD
- 317608