Urban Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
841 Apollo St Ste 320, El Segundo, Calif...Phone Number
(424) 277-2260Website
www.urbanwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Urban Wealth Management
Urban Wealth Management Group is a boutique wealth management firm focused on serving affluent and high-net-worth individuals and families. They offer a range of services including investment management, financial planning, retirement planning, insurance planning, and estate planning, all tailored to simplify financial complexities. As fiduciaries, they prioritize transparency and act in the best interests of their clients, utilizing evidence-based research and adaptive asset allocation to optimize risk-adjusted returns. Their fee-based model includes personalized behavioral coaching to help clients make informed financial decisions aligned with their goals.Explore more
Urban Wealth Management Org Chart
AG
Senior Underwriter
RL
Mortgage Underwriter
AM
Underwriter
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Urban Wealth Management Group is a boutique wealth management firm focused on serving affluent and high-net-worth individuals and families. They offer a range of services including investment management, financial planning, retirement planning, insurance planning, and estate planning, all tailored to simplify financial complexities. As fiduciaries,... Read More
