LP Profile

Urban Wealth Management

Also known as urban wealth

Wealth ManagerEl Segundo, United StatesFounded 2012
$181M
Assets Under Management
El Segundo
Headquarters
Investment Focus

About Urban Wealth Management

Urban Wealth Management, known as UWM, is a wealth management firm based in El Segundo, California, founded in 2012. It lists about $181 million in assets. The firm offers investment management, financial planning, retirement planning and insurance planning. It uses an Advisory Council that brings together specialized expertise and independent thinking to evaluate consequential client decisions. Its stated approach is personal in its understanding, collective in its intelligence and deliberate in its execution, reflecting that clients have different ambitions and visions for the future. It also publishes market commentary.

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FAQ

Frequently asked questions

What type of investor is Urban Wealth Management?

Urban Wealth Management is a wealth manager based in El Segundo, United States, managing approximately $181M in assets.

Where is Urban Wealth Management headquartered?

Urban Wealth Management is headquartered in El Segundo, United States.

How much does Urban Wealth Management manage?

Urban Wealth Management manages approximately $181M in assets under management.

When was Urban Wealth Management founded?

Urban Wealth Management was founded in 2012.

How can I contact Urban Wealth Management?

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