April Lynn Charles
Investment adviser representative at Urban Wealth Management Or Uwm
10 yearsExperience
1 stateRegistered in
$212.5MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Urban Wealth Management Or UwmMay 2017 to now
- Urban Wealth Management Group LLCMay 2017 to now
- Veritas Independent PartnersJan 2019 to Dec 2022
- Purshe Kaplan Sterling InvestmentsJun 2012 to Oct 2018
- Concert Wealth Management, Inc.Jun 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Urban Wealth Management Or Uwm
Legal name: Urban Wealth Management Group LLC
$212.5MAssets managed
281Clients
3Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4156837
- Firm CRD
- 285633