Urban Wealth Management Or Uwm is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 25, 2026, reports $213M in regulatory assets under management, 5 employees, 4 offices, and 837 accounts.
Top client segmentIndividuals represent 79.4% of total clients.
Top client categories% of clientsClients
1
Individuals
79.4%
223
2
HNWI
18.5%
52
3
Pension Plans
2.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$213Mas of March 25, 2026
Discretionary100.0%
$213M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$213M
Total Accounts837
10Y AUM Change+$213M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee56:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.