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URBAN INVESTMENT ADVISORS

MILL VALLEY, CA · CRD 222524 · IAPD ↗ · urbaninv.com · 415-461-8600

$2.45BRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — URBAN INVESTMENT ADVISORS moved its main office from LARKSPUR, CA to MILL VALLEY, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
68
April 2024 — URBAN INVESTMENT ADVISORS reported RAUM up 41% ($1.74B -> $2.45B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.