N10 Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers.
N10 Wealth reports 131 clients. They include 107 high-net-worth individuals, 20 individual clients, and 4 corporations and other businesses. Of its assets, 100.0% ($553M across 317 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 15% | 2% |
| High-net-worth individuals | 82% | 98% |
| Corporations and other businesses | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 20 | $11.3M | 2.0% | $564K |
| High-net-worth individuals | 107 | $542M | 97.9% | $5.06M |
| Corporations and other businesses | Fewer than 5 | $237K | 0.0% | $59.2K |
| Total | 131 | $553M | 100% | — |
- Clients
- 20
- Regulatory AUM
- $11.3M
- AUM share
- 2.0%
- Avg. per client
- $564K
- Clients
- 107
- Regulatory AUM
- $542M
- AUM share
- 97.9%
- Avg. per client
- $5.06M
- Clients
- Fewer than 5
- Regulatory AUM
- $237K
- AUM share
- 0.0%
- Avg. per client
- $59.2K
Total
- Clients
- 131
- Regulatory AUM
- $553M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
N10 Wealth charges up to 2.00% a year for its Portfolio management services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Hourly fees up to $1,500, or flat fees from $10,000 to $500,000, negotiated for each engagement.
N10 Holdings, LLC owns 75% or more of N10 Wealth and is in turn owned by Andromeda, Inc. (75% or more). The leadership team of N10 Wealth includes Chief Investment Officer Andrew Urbanski and Chief Compliance Officer Lauren Urbanski. It has 5 employees.
Leadership
- Lauren UrbanskiChief Compliance Officer / Chief Administrative Officer
- Karo LokmanyanExecutive Director / Chief Operations Officer
- Adam UrbanskiOwner
Andrew UrbanskiChief Investment Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- Owns 75% or more of N10 Wealth, LLC
N10 Holdings, LLC
Control person · since May 2026
- Owns 75% or more of N10 Holdings, LLC
Andromeda, Inc.
Control person · since May 2026
Besides its headquarters, N10 Wealth has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 5 Greenwich Office Park, Suite 100, GreenwichHQ
Contact and registration details
- Legal name
- N10 Wealth, LLC
- Headquarters
- 5 Greenwich Office Park, Suite 100, Greenwich, CT 06831
- Website
- n10wealth.com
- Phone
- 203-930-2881
- SEC file
- 801-136307
- Structure
- Delaware LLC
- Fiscal year end
- December
N10 Wealth uses Folio Investments ($489M) as custodian for its separately managed accounts. N10 Wealth has custody of $1.33M in client assets for 4 clients.
- Folio InvestmentsFolio Investments, Inc. · New York, NY · $489M100%
At year end, N10 Wealth’s separately managed accounts were mostly in stocks (64%) and funds (27%).
What the accounts hold
- Stocks64%
- Funds27%
- Pooled vehicles16%
- Registered funds11%
- Cash4%
- Other5%
- Alternative investments5%
How many clients does N10 Wealth have?
N10 Wealth has 131 clients and manages $553 million for them, as of August 2026. They include 107 high-net-worth individuals, 20 individual clients, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 August 2026
What services does N10 Wealth offer?
N10 Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does N10 Wealth charge?
N10 Wealth charges up to 2.00% a year for its Portfolio management services. The fee is billed in advance and is negotiable.
Source: N10 WEALTH MANAGEMENT ADV PART 2A, filed 14 August 2026
Which custodians does N10 Wealth use?
N10 Wealth’s separately managed account assets are held at Folio Investments, Inc. (New York, NY), with $489M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 August 2026
How many financial advisors does N10 Wealth have?
N10 Wealth has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does N10 Wealth invest in?
At the end of its last fiscal year, N10 Wealth’s separately managed accounts held 64% exchange-traded equities, 16% pooled vehicles (private funds and similar), 11% registered funds (mutual funds, ETFs, BDCs), 5% other and 4% cash and equivalents. The 5% other category is described as: Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns N10 Wealth?
N10 Wealth is owned through a holding company by Andromeda, Inc. Its direct owner is N10 Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 August 2026
How does N10 Wealth get paid?
N10 Wealth is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is N10 Wealth registered with the SEC?
Yes, N10 Wealth has been registered with the SEC as an investment adviser since 1 June 2026. Its CRD number is 342013 and its SEC file number is 801-136307.
Source: Form ADV Part 1A, Item 1, filed 14 August 2026; IAPD firm record
How do I contact N10 Wealth?
N10 Wealth’s main office is at 5 Greenwich Office Park, Suite 100, Greenwich, CT 06831. Its phone number is 203-930-2881. Its website is n10wealth.com.