Urban Wealth Management or UWM
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$195,754,001
Clients
275
Advisors
3
across 2 offices
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
Expertise
Occupation focus
Demographic focus
Fee options
Estate planning coordination fees: $1,800 for trust creation, $600 for trust updates when charged separately.
$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 from sales of insurance products through affiliated insurance agency, UWM Insurance Services, LLC.
Financial planning engagements generally structured as 12-month retainers with fees negotiated per engagement.
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
See officeHenderson NV
Advisors at this office
2
Most active in
Arizona · California · Louisiana · Maryland · Nevada · Oregon · Texas · Washington
Also doing business as
Urban Wealth Management · Urban Wealth Management Group LLC · Urban Wealth Management LLC · Urban Wealth Management Or Uwm
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Rene N
CFP®, Series 63, Series 65
Henderson, NV
Urban Wealth Management or UWM
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.
Julia S
Series 66
Baltimore, MD
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.
April C
Series 66
Henderson, NV
Urban Wealth Management or 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.
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