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URBAN WEALTH MANAGEMENT OR UWM
URBAN WEALTH MANAGEMENT GROUP LLC
CRD 285633 · SEC 801-108701
AZ, United States
Phone
424-277-2260
Fax
424-277-5524
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$212.5M
Discretionary AUM
$212.5M
Team
6 total employees; 5 advisory reps; 4 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 223 | $59.0M |
| High net worth individuals | 52 | $136.8M |
| Pension/profit sharing plans | 6 | $16.8M |
States served
AZ, CA, LA, MD, NV, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD