UWM

UWM We serve as an advisory council, bringing clarity to complexity and aligning wealth with clients’ values and goals. The testimonials are voluntarily provided.

We are a boutique wealth management firm dedicated to serving affluent and high-net-worth individuals and families. Our approach simplifies financial complexity through clear, data-driven strategies tailored to evolve with your life, from wealth growth and preservation to succession planning and lasting impact. As fiduciaries, we prioritize transparency and always act in your best interests. By co

mbining evidence-based research with adaptive asset allocation, we seek to optimize risk-adjusted returns while managing market and life uncertainties. Operating on a fee-based model, we offer personalized behavioral coaching designed to support you in making confident, informed decisions that align with your short and long-term financial goals. This information is for general informational purposes only and is not intended as an individualized recommendation or a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Urban Wealth Management recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager. All expressions of opinion are subject to change without notice in reaction to shifting markets, as well as tax and estate planning rules. Examples provided are for informational purposes only and are not intended to be reflective of results you can expect to achieve. Testimonials, statements, and opinions presented on this site are applicable to the individuals depicted. Urban Wealth Management, LLC reviews opinions for legitimacy but does not otherwise influence the opinions expressed. Individuals are not compensated for their reviews. Unique experiences and past performances do not guarantee future results.

05/26/2026

See what a century of investing history shows.

05/19/2026

History shows why comfort can come at a cost.

05/13/2026

We broke down markets into a 5-minute read

05/12/2026

See what a century of history says about cash.

05/06/2026

Here's what savvy investors should know

05/05/2026

A simple lesson about time and discipline.

04/29/2026

Here's what you need to know

04/22/2026

Here's what savvy investors took away from Q1

Staying informed about taxes does not need to be complicated. A short quiz can reveal whether your knowledge is still cu...
03/24/2026

Staying informed about taxes does not need to be complicated. A short quiz can reveal whether your knowledge is still current. Take two minutes to test your assumptions and identify areas worth revisiting.

7 quick questions. A few surprises along the way.

Taxes affect your finances beyond filing season. Understanding how they work can help you plan better. This quiz helps y...
03/17/2026

Taxes affect your finances beyond filing season. Understanding how they work can help you plan better. This quiz helps you identify gaps in your awareness. Take two minutes to test your tax knowledge and gain insight. Start the quiz today.

A quick quiz to test the basics. No math required.

Address

El Segundo, CA

Opening Hours

Monday 7:30am - 5pm
Tuesday 7:30am - 5pm
Wednesday 7:30am - 5pm
Thursday 7:30am - 5pm
Friday 7:30am - 5pm

Website

Alerts

Be the first to know and let us send you an email when UWM posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to UWM:

Shortcuts

Share

Category