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Building 2URBAN WEALTH MANAGEMENT OR UWM

Map pin
Phone424-277-2260
NotebookSEC #801-108701
Total AUM
$212.5M
Employees
6
Clients
281

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 5PM
Monday - Friday
Phone
424-277-2260
Other Offices
4

ReceiptFinancials

Total AUM
$212.5M
Accounts
837
Discretionary
$212.5M
Accounts
837
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
223
AUM
$59M
HNW Individual Clients
52
AUM
$136.8M
Pension/Profit Sharing Plan Clients
6
AUM
$16.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALAMDNVORTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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