Urban Wealth Management Group LLC
● SEC registered since 2017CRD 285633SEC# 801-108701
Reg. AUM
$212.5M
Employees
6
Accounts
837
Location
—
Urban Wealth Management Group LLC assets under management
Urban Wealth Management Group LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2017. It reports $212.5 million in regulatory assets under management and employs 6 people.
Urban Wealth Management Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lily C Huber Control | President And Cco | Under 5% | 2022 |
| Rene Annise Nourse Control | Chief Executive Officer | Over 75% | 2017 |
Frequently asked questions
How much does Urban Wealth Management Group LLC manage?
Urban Wealth Management Group LLC reports $212.5 million in regulatory assets under management on its Form ADV.
How many employees does Urban Wealth Management Group LLC have?
Urban Wealth Management Group LLC reports 6 employees.
Does Urban Wealth Management Group LLC disclose fund performance?
Urban Wealth Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 424-277-2260 |
| Fax | 424-277-5524 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$212.5M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$212.5Mregulatory AUM
Discretionary $212.5M