We are a boutique wealth management firm serving individuals and families for whom wealth is both a legacy and a responsibility. Offering a discreet, personalized service that respects your heritage while embracing your ambitions, we guide clients from established legacies to emerging wealth to build, preserve, and align their financial stewardship with lasting values. By blending time honored principles with a forward-looking perspective, we help navigate complexity with clarity, care, and purpose.
Company Details
- Employees
- 68
- Founded
- 2012
- Address
- 841 Apollo Street, Suite 320, El Segundo,ca 90245,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Financial Planning, Insurance Services, Retirement Planning, Investment Management, Estate Planning.
- HQ
- El Segundo, CA
Uwm Questions
Uwm's website is https://www.urbanwm.com/become-client
Uwm's LinkedIn profile is https://www.linkedin.com/company/uwmgroup
Uwm has
68 employees.
View email and phone details for 68
employees at Uwm.
Uwm's industry is
Investment Management
Uwm's top competitors are
Bwif - Black Women In Finance,
Association Of Black Financial Professionals,
United Wholesale Mortgage,
Umw,
Black Women In Asset Management (Bwam),
Hermosa Wealth Management,
Empirical Wealth Management,
Association Of African-American Financial Advisors,
La Wealth Management,
Avi.
Uwm's categories are Investment Management
Uwm's founding year is 2012
