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
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ZI Rank
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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 News & Media
René Nourse, Founder & CEO of Urban Wealth Management Group, is Recognized by Top 100 Registry as a 2023 Lifetime Achievement Award Recipient in the field of Finance
René Nourse, Founder & CEO of Urban Wealth Management Group, based in El Segundo, California, is being recognized by Top 100 Registry, Inc. as a 2023 Lifetime Achievement Award Recipient in the field of Finance. She is due to be featured in the 2023 Top 100 Registry Q2 Edition. [PR.com]René Nourse, Founder & CEO of Urban Wealth Management Group, is Recognized by Top 100 Registry, Inc. as the 2023 Certified Financial Planner of the Year
René Nourse, Founder & CEO of Urban Wealth Management Group, based in El Segundo, California, is being recognized by Top 100 Registry, Inc. as the 2023 Certified Financial Planner of the Year. She is due to be featured in the 2023 Top 100 Registry Q1 Edition. [PR.com]Singles’ Day Money Advice From The Women at Urban Wealth Management-- Save and Invest
November 11: Singles’ Day, the largest online shopping day. The Singles’ Day Money Advice from the women of Urban Wealth Management --Save and Invest. LOS ANGELES, CA, UNITED STATES, November 11, 2020 /EINPresswire.com/ -- November 11 is recognized as …Financial Connection to Breast Cancer - All Women Financial Firm, Urban Wealth Management Assists Women
Researchers have connected the term "financial toxicity" to breast cancer. And while the energy of the woman diagnosed with breast cancer should be on healing and taking care of herself; life can spiral out of control and money is the root cause. Urban Wealth Management, an All Woman Financial Firm in Los Angeles is assisting women in getting their financial life in gear and focus on healing and living the life they [PR.com]
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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
