A complete list of active advisors currently associated with Urban Wealth Management or UWM

Warmer can help you find a great advisor at Urban Wealth Management or UWM or one who fits your needs even better.

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.

To learn more about the advisors currently working at Urban Wealth Management or UWM, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.