President and CCO · Urban Wealth Management OR UWM
Lily C Huber
CRD 6377363 · Named on Form ADV at one SEC-registered adviser
At a glance
Urban Wealth Management OR UWM, an SEC-registered wealth manager with $213 million in regulatory assets, lists Lily C Huber on its Form ADV as President and CCO, a control person.
Firms and roles
- Urban Wealth Management OR UWMPresident and CCOWealth manager · United States · $213M in regulatory assets
AtlasMembers
Lily’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Rene A. NourseChief Executive Officer, Urban Wealth Management OR UWM
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lily’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.