|
⚲
|
| Urban Wealth Management Group LLC
✚
|
|
|---|---|
| CRD # | 285633 |
| SEC # | 801-108701 |
| CIK # | 0001845521 |
| AUM | $161.9 MM (2023-03-31) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 424-277-2260 |
| Address | 841 Apollo Street El Segundo, CA 90245 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 343 | 66.8 |
| (b) Individuals (high net worth individuals) | 37 | 80.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 38 | 8.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 6.4 |
| (n) Other | 0 | 0.0 |
| Total | 748 | 161.9 |
| By Discretionary | ||
| Discretionary | 748 | 161.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 748 | 161.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.9 | |
| Total | 748 | 161.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001845521] |
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|---|---|---|
|
MUNN Wealth Management LLC
✚
|
OH | 0.2 |
|
Total Wealth Planning and Management Inc
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|
FL | 0.2 |
|
Sylvest Advisors LLC
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TX | 0.2 |
|
Plotkin Financial Advisors LLC
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MD | 0.2 |
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Sage Financial Advisors Inc
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AZ | 0.2 |
|
Lesa Sroufe & Company Inc
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|
Saybrook Wealth Group Inc
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|
CT | 0.2 |
|
Strategic Research & Management Corp
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|
OR | 0.2 |
|
Livelsberger Lynn Louis
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|
OH | 0.2 |
|
Endeavor Wealth Advisors LLC
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|
OH | 0.2 |