|
⚲
|
| Keyboard |
| Urban Wealth Management Group LLC
✚
|
|
|---|---|
| CRD # | 285633 |
| SEC # | 801-108701 |
| CIK # | 0001845521 |
| AUM | 212.5 M (2026-05-21) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 424-277-2260 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.8 | ||
| Nvidia Corp | 8.3 | ||
| Amazon Com Inc | 4.5 | ||
| Alphabet Inc | 4.4 | ||
| Alphabet Inc | 2.6 | ||
| Costco Wholesale Corp /NEW | 2.3 | ||
| CVS Caremark Corp | 2.1 | ||
| Microsoft Corp | 1.7 | ||
| Davita Inc | 1.5 | ||
| Chevron Corp | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 59.0 |
| (b) Individuals (high net worth individuals) | 52 | 136.8 |
| (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 | 6 | 16.8 |
| (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 | 837 | 212.5 |
| By Discretionary | ||
| Discretionary | 837 | 212.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 837 | 212.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.5 | |
| Total | 837 | 212.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845521] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Elite Income Advisors Inc
✚
|
MD | 213.4 M |
|
AO Wealth Advisory LLC
✚
|
IA | 213.2 M |
|
Cygnet Financial Planning Inc
✚
|
MI | 212.9 M |
|
Sensenig Capital Advisors Inc
✚
|
PA | 212.9 M |
|
Larry Mathis Financial Planning LLC
✚
|
AZ | 212.8 M |
|
Up Capital Management Inc
✚
|
212.6 M | |
|
Brixton Capital Wealth Advisors LLC
✚
|
NY | 212.4 M |
|
Madrid Wealth Management LLC
✚
|
NM | 212.1 M |
|
Jamison Hanson Advisors LLC
✚
|
OR | 212.0 M |
|
Diamond Wealth Management LLC
✚
|
UT | 212.0 M |