Urban Wealth Management

Urban Wealth Management (CRD# 285633) is a financial advisory firm headquartered in El Segundo, CA. They manage $188,957,457 in 802 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    802
    ACCOUNTS
  • Average Account Value
    $235,608
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, LA, NV, OR, TX, WA

Financial Advisors at Urban Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
April L. Charles
CRD#: 4156837
841 Apollo Street, Ste 320, El Segundo, CA 90245

April Charles (CRD# 4156837) is an Investment Advisor Representative working at Urban Wealth Management in El Segundo, CA and has over 20 years of experience in the finance industry.

2
Rene A. Nourse
CRD#: 1006530
841 Apollo Street, Ste 320, El Segundo, CA 90245

Rene Nourse (CRD# 1006530) is an Investment Advisor Representative working at Urban Wealth Management in El Segundo, CA and has over 38 years of experience in the finance industry.

3
Roxana E. Solorzano
CRD#: 2666880
841 Apollo Street, Ste 320, El Segundo, CA 90245

Roxana Solorzano (CRD# 2666880) is an Investment Advisor Representative working at Urban Wealth Management in El Segundo, CA and has over 25 years of experience in the finance industry.

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