N10° Wealth

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

Firm details

Headquarters
New York, New York
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 that registered with the SEC in 2026 and is described as a newly formed adviser. The firm identifies as a capital allocator and provides a range of advisory services: comprehensive financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and the selection of other advisers. The firm’s fee menu includes asset-based fees, hourly billing, fixed fees and performance-based arrangements, indicating flexibility in engagement structures. N10° Wealth is not flagged as an active ESG investor. Ownership is listed under both a domestic entity and an individual, and the firm’s regulatory classification is recorded as unclassified. Because the firm explicitly lists selection of other advisers among its activities and is labeled a capital allocator, it appears set up to both manage client portfolios directly and to allocate capital to external managers or pooled vehicles when appropriate.

Location & Offices

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
12 E 49th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth