Urban Wealth Management Or Uwm

Overview

Urban Wealth Management (UWM) is an independent, individual-owned RIA formed in 2017 that serves both high-net-worth individuals/families and institutional clients. The firm provides fee-based financial planning and a range of portfolio management services for individuals, small businesses and institutions, along with pension consulting and educational workshops. UWM charges either a percentage of assets under management or fixed fees. It is not organized as a capital allocator and is not designated an active ESG investor. Regulatory and operating details from the firm snapshot show a small, focused advisory practice rather than a multi-layered asset platform. The firm lists insurance company affiliation among its industry ties and delivers both discretionary portfolio management and planning-oriented services. Educational seminars and pension consulting are explicitly part of its advisory mix.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices