Urban Wealth Management

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Assets Under Management

$202.1M

Number of Clients

473

Number of Advisors

Average Client AUM

$427K

AUM per Advisor

$101.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Urban Wealth Management provides investment management and financial planning services. They tailor products to client-specific needs. Financial planning includes net worth statements, cash flow analysis, investment reviews, tax planning, retirement planning, and estate planning.

Fee Structure

Financial Planning:Included in AUM fee

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Location

841 Apollo Street, Ste 320, El Segundo, CA, 90245

2 Advisors at this firm

April Lynn Charles

CFP