N10° Wealth
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
FINTRXOverview
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
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
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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