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| Happy Holidays!! thanks for using AUM13F!! |
| Urban Wealth Management Group LLC
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|---|---|
| CRD # | 285633 |
| SEC # | 801-108701 |
| CIK # | 0001845521 |
| AUM | $202.1 M (2025-03-26) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 424-277-2260 |
| Address | 841 Apollo Street El Segundo, CA 90245 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 1.9 | ||
| Verizon Communications Inc | 1.6 | ||
| Davita Inc | 1.2 | ||
| Tesla Motors Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Salesforce Com Inc | 0.7 | ||
| American Tower Corp /MA/ | 0.7 | ||
| Nvidia Corp | 0.6 | ||
| Zoom Video Communications Inc | 0.4 | ||
| Zoetis Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 393 | 66.7 |
| (b) Individuals (high net worth individuals) | 51 | 129.8 |
| (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 | 29 | 5.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 797 | 202.1 |
| By Discretionary | ||
| Discretionary | 797 | 202.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 797 | 202.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.1 | |
| Total | 797 | 202.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845521] |
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|---|---|---|
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0.2 | |
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Essential Investment Partners LLC
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CO | 0.2 |
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Kanani Advisory Group Inc
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CA | 0.2 |
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Investors Portfolio Services LLC
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WA | 0.2 |
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Rinaldi Wealth Management Inc
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FL | 0.2 |
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Brucke Financial Inc
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0.2 | |
|
Camelot Technology Advisors Inc
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CA | 0.2 |
|
BA Schrock Wealth Management Inc
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OH | 0.2 |
|
Big Sioux Financial Inc
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SD | 0.2 |
|
Arlington Capital Management Inc
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IL | 0.2 |