Urban Wealth Management Or Uwm

$212.5MAssets under management
as of May 2026 · SEC Form ADV
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Tech stack

No one at Urban Wealth Management Or Uwm has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Urban Wealth Management Or Uwm's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Principal Life Insurance Company
Per Form ADV · $7M held · filed Jun 2024
AssetMark
Per Form ADV · $2M held · filed Jun 2024
John Hancock Life Insurance Company (U.s.a.) and John Hancock Li
Per Form ADV · $2M held · filed Jun 2024
American Funds Distributors, Inc.
Per Form ADV · $149K held · filed Jun 2024