← Tributary

URBAN WEALTH MANAGEMENT OR UWM

· CRD 285633 · IAPD ↗ · 424-277-2260

$212.5MRegulatory AUM
5Advisory reps
6Employees
4Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — URBAN WEALTH MANAGEMENT OR UWM added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — URBAN WEALTH MANAGEMENT OR UWM reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
March 2026 — URBAN WEALTH MANAGEMENT OR UWM notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2026 — URBAN WEALTH MANAGEMENT OR UWM added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
December 2025 — URBAN WEALTH MANAGEMENT OR UWM notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — URBAN WEALTH MANAGEMENT OR UWM added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — URBAN WEALTH MANAGEMENT is now doing business as URBAN WEALTH MANAGEMENT OR UWM.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
68
December 2025 — URBAN WEALTH MANAGEMENT OR UWM grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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