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Urban Wealth Management (UWM)

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Client assets under management

$195,754,001

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Clients

275

19% high-net-worth

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

92

High

Average account size

$711,833

About

Urban Wealth Management Group (UWM) provides discretionary investment management and financial planning to individuals, businesses, trusts, and charitable organizations, managing roughly $212.5 million for about 275 clients through a three-advisor team. The firm serves a mix of individual and high-net-worth clients and offers separately managed account options and third‑party sub‑advisor programs as part of its advisory services.

UWM delivers advice through a team‑based, engagement-focused model that coordinates investment management, financial planning, and related services; financial planning is generally integrated into ongoing advisory relationships for clients with $1,000,000 or more in assets. Portfolios are constructed using a core‑and‑satellite, strategic asset allocation approach (passive core with active satellite positions), periodic rebalancing, and limited trading, and the firm uses custodial and planning technology (e.g., Schwab custody and access to a financial planning platform) to support client relationships.

Compared with many peers, UWM discloses an affiliation with an insurance agency (UWM Insurance Services, LLC) and that some representatives act as insurance agents and may receive commissions, a potential conflict it documents in the brochure. The firm also emphasizes client education and planning support—structuring planning engagements as series‑based retainers, providing access to a planning platform, and noting the delivery of client education alongside advisory services—which is less common among supported firms.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy General tax planning Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive

Demographic focus

Established Professionals Approaching retirement

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Fee options

Fixed

Estate planning coordination fees: $1,800 for trust creation, $600 for trust updates when charged separately.

Percentage

$0+: 1.25% annually (typical highest rate) unspecified lower tiers - unspecified upper tiers: down to 0.15% annually (typical lowest rate for highest asset levels)

Commissions

Commissions from sales of insurance products through affiliated insurance agency, UWM Insurance Services, LLC.

Subscriptions

Financial planning engagements generally structured as 12-month retainers with fees negotiated per engagement.

Other

Account minimum: $1,000,000 Fee-only: Financial planning fees typically structured as a 12-month retainer; standalone financial planning fees negotiated based on scope and complexity; examples include $1,800 for coordinating creation of a trust and $600 for trust updates.

Main office location

Urban Wealth Management (UWM)

Henderson NV, United States

Number of offices

5

Most active in

More info

Arizona · California · Louisiana · Maryland · Nevada · Oregon · Texas · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram YouTube Website 424-277-2260

Advisors at this firm

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user avatar

Rene N

CFP®, Series 63, Series 65

Henderson, NV

Urban Wealth Management

Rene Nourse is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Urban Wealth Management (UWM) in Henderson, NV. His prior work includes roles at Trutoro/Veritas and Purshe Kaplan Sterling Investments. He also serves as Managing Director of UWM Insurance Services, where he offers fixed insurance products to clients. Urban Wealth Management provides discretionary investment management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm’s three-advisor team manages approximately $212.5 million for about 275 clients, using a core-and-satellite strategic asset allocation approach and integrating financial planning into ongoing advisory relationships for clients with $1 million or more in assets.

General retirement planning Retirement income strategy General tax planning Cash flow / budgeting Founder/Business Owner Executive Established Professionals Approaching retirement
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Julia S

Series 66

Henderson, NV

Urban Wealth Management or UWM

Julia Seroskie is a financial advisor at Urban Wealth Management with 18 years of industry experience. She holds a Series 66 designation and previously worked at MML Investors Services Inc. and MassMutual for 17 years. Urban Wealth Management is a fee-based advisory firm serving individuals, high-net-worth clients, businesses, and charitable organizations. The firm combines discretionary investment management with comprehensive financial planning, using a core-and-satellite investment approach and integrating client education through structured coaching programs.

General retirement planning Retirement income strategy General tax planning Cash flow / budgeting Founder/Business Owner Executive Established Professionals Approaching retirement
user avatar

April C

Series 66

Henderson, NV

Urban Wealth Management (UWM)

April Charles is a financial advisor at Urban Wealth Management (UWM) with 25 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Veritas Independent Partners and Purshe Kaplan Sterling Investments. April has been with Urban Wealth Management Group LLC since 2017. Urban Wealth Management provides discretionary investment management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm serves a mix of individual and high-net-worth clients using a team-based model and a core-and-satellite investment approach with integrated financial planning for clients with $1 million or more in assets.

General retirement planning Retirement income strategy General tax planning Cash flow / budgeting Founder/Business Owner Executive Established Professionals Approaching retirement
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