Urban Wealth Management Group Llc
- Regulatory AUM
- $213M
- Discretionary
- $213M
- Clients
- 281
- Avg AUM / client
- $756K
- Accounts
- 837
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 223 | $59.0M | 27.8% |
| High net worth individuals | 52 | $137M | 64.4% |
| Pension and profit sharing plans | 6 | $16.8M | 7.88% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rene Annise Nourse | Managing Member | CFP | Jan 2017 (10y) | 75% or more |
| Huber, Lily, Cecilia | Chief Operating Officer & Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| April Lynn Charles | Registered representative | May 2017 (9y) | ||
| Julia Marie Seroskie | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $198M (93% of AUM) May 2026
- John Hancock Life Insurance Company (U.S.A.) And John Hancock Li $9.1M (4% of AUM) May 2026
- Principal Securities, Inc. $5.3M (3% of AUM) May 2026
- Principal Life Insurance Company $5.3M (3% of AUM) Feb 2026
- Assetmark Brokerage, Llc $2.0M (1% of AUM) Feb 2026
- American Funds Distributors, Inc. $149K (0% of AUM) Jun 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗