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Urban Wealth Management Group LLC

● SEC registered since 2017CRD 285633SEC# 801-108701El Segundo, CA
Export (members)
Reg. AUM
$202.1M
Employees
4
Accounts
797
Location
El Segundo, CA

Urban Wealth Management Group LLC assets under management

Urban Wealth Management Group LLC is an investment advisory firm registered with the SEC based in El Segundo, CA. The firm has been registered since 2017. It reports $202.1 million in regulatory assets under management and employs 4 people.

Urban Wealth Management Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Lily Cecilia Huber ControlChief Operating Officer & Chief Compliance OfficerUnder 5%2022
Rene Annise Nourse ControlManaging MemberOver 75%2017

Frequently asked questions

How much does Urban Wealth Management Group LLC manage?

Urban Wealth Management Group LLC reports $202.1 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 4 employees.

Where is Urban Wealth Management Group LLC located?

Urban Wealth Management Group LLC is based in El Segundo, CA and has been SEC-registered since 2017.

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

Address841 Apollo Street, Ste 320, El Segundo, CA 90245
Phone424-277-2260
Fax424-277-5524
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$202.1M
Non-discretionary$0
Total (RAUM)$202.1M