N10° Wealth
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Adam Urbanski
Chief Executive OfficerCRD 8282010

Karo Lokmanyan
Executive Director and COOCRD 5607299

Andrew Urbanski
Chief Investment Officer and Managing PartnerCRD 5316404
Contacts
2 of 2
Lauren Urbanski
Partner, Vice PresidentCRD 7399534

Elizabeth Lynch
Associate Vice PresidentCRD 6452620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Donald Smith & Co, Inc.
RIANew York, NY
Ulysses Management LLC
RIANew York, NY
Nassau Alternative Investments LLC
RIANew York, NY
New Mountain Finance Advisers, L.L.C.
RIANew York, NY
Derby Lane
RIANew York, NY
Sound Point Capital Management, LP
RIANew York, NY