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URBAN WEALTH MANAGEMENT OR UWM
URBAN WEALTH MANAGEMENT, an SEC-registered investment adviser since 2017, manages $213 million in assets. The firm has 6 employees and 5 investment advisers.
Overview
URBAN WEALTH MANAGEMENT, an SEC-registered investment adviser since 2017, manages $213 million in assets. The firm has 6 employees and 5 investment advisers. It operates with a team of 11 professionals.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Urban Wealth Management?
No named principals or investment committee members are publicly disclosed for UWM. The firm's leadership structure is not identified in available sources. As an RIA, it is required to have an investment committee to oversee client portfolios, but specific names remain private.
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