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Julia Seroskie

Urban Wealth Management or Uwm
18 Years of Experience
Baltimore, MD
9 Disclosures
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Julia Seroskie is a registered investment advisor at Urban Wealth Management or Uwm, based in Baltimore, MD, with 18 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 281 clients with $210M in assets under management.

Urban Wealth Management or Uwm
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
281 clients
Average Client Portfolio
$756K average
Assets Under Management
$212.5M

Fee Structure

Planning is included in investment management (also available separately)

Urban Wealth Management Group's investment management fee is a percentage of the value of your portfolio. The annual fee is negotiable but generally ranges from 1.25% to 0.15%, with higher investment amounts resulting in lower fees. If you have over $500,000 with Urban Wealth Management Group, financial planning is included at no additional cost. Fees are deducted from your account. You can terminate the investment management services at any time with written notice.

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Location

Baltimore, MD

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History

Regulatory History (9)
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Judgment / Lien
August 2025
Judgment / Lien
September 2024
Judgment / Lien
August 2023
Judgment / Lien
July 2022
Judgment / Lien
June 2022
Judgment / Lien
April 2022
Judgment / Lien
December 2020
Judgment / Lien
September 2019
Judgment / Lien
July 2019
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Urban Wealth Management or Uwm
February 2026 - Present · 8 mos
Previous Registrations
MML Investors Services, LLC
October 2009 - August 2024 · 14 yrs 10 mos
MML Investors Services, LLCBroker
October 2009 - August 2024 · 14 yrs 10 mos
Ameriprise Financial Services, INC.
July 2006 - October 2009 · 3 yrs 3 mos
Ameriprise Financial Services, INC.Broker
July 2006 - October 2009 · 3 yrs 3 mos
State Registrations2 states
CAMD
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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