N10° Wealth

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
5

Firm details

Headquarters
Greenwich, Connecticut
CRD number
342013
Registered since
June 1, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

N10° Wealth is organized as a limited liability company and registered with the SEC in 2026 as a newly formed investment adviser. The firm describes itself as a capital allocator and lists a broad set of advisory capabilities: financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. It also identifies an industry affiliation as an "Other Investment Adviser." The firm's fee schedule is flexible and includes percentage-of-AUM pricing, hourly charges, fixed fees, and performance-based fees. N10° Wealth does not identify itself as an active ESG investor and is not designated as a multi-state adviser. Although pension consulting appears among its offered services, filings indicate it is not registered as a pension consultant.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Adam Urbanski

    Chief Executive OfficerCRD 8282010

  • Karo Lokmanyan

    Karo Lokmanyan

    Executive Director and COOCRD 5607299

  • Andrew Urbanski

    Andrew Urbanski

    Chief Investment Officer and Managing PartnerCRD 5316404

Contacts

2 of 2
  • Lauren Urbanski

    Lauren Urbanski

    Partner, Vice PresidentCRD 7399534

  • Elizabeth Lynch

    Elizabeth Lynch

    Associate Vice PresidentCRD 6452620

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
5 Greenwich Office Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth