Lily Huber is a control person of Urban Wealth Management Group and directly owns under 5% of it.
Urban Wealth Management Group is an investment adviser, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $213 million, as filed on 21 May 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6377363
- Firm
- Urban Wealth Management Group · CRD 285633
- Role
- President and CCO
- In role since
- March 2022 · 4 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Lily Huber work?
Lily Huber has been President and CCO of Urban Wealth Management Group LLC since March 2022, and is a control person of the firm.
How can I verify Lily Huber’s record?
Lily Huber’s role is listed on Urban Wealth Management Group LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 285633.