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- Custodian
- Charles Schwab & Company · John Hancock · Principal
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2017
- Office Locations
- 2
Office Locations
About Urban Wealth Management OR UWM
Urban Wealth Management (UWM) is a boutique, fee-based fiduciary serving affluent and high-net-worth individuals and families. The firm provides investment management alongside financial, retirement, insurance, and estate planning, including succession and legacy goals. Its approach blends data-driven, evidence-based research with adaptive asset allocation and personalized behavioral coaching to help clients navigate market and life uncertainty.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
RENE ANNISE NOURSE
Chief Executive Officer, Financial Planner
- CRD
- #1006530
- Ownership
- 75% or more
LILY C HUBER
Chief Compliance Officer, Chief Operating Officer, President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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APRIL LYNN CHARLES
Associate
- CRD
- #4156837
JULIA MARIE SEROSKIE
--
- CRD
- #5111629
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,506,644 | $253,891 |
| Non-Discretionary | $0 | -- |
| Total | $212,506,644 | $253,891 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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