Melanie
Perry
Urban Wealth Management
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About this Advisor
Melanie Perry is a financial advisor based in El Segundo, California, working with Urban Wealth Management. Melanie has previously held positions at Perry's Financial Services, Zeallionaire Enterprises, Independent Capital Management, Sagepoint Financial, Urban Wealth Management, LLC, and UWM Insurance Services, LLC. Melanie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Melanie is part of Urban Wealth Management, which operates out of El Segundo, California. The firm has 4 employees and manages assets totaling $189.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Urban Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Urban Wealth Management Brokerage Details
$188,957,457
4
802
$235,608
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Melanie Perry Work History
Urban Wealth Management, LLC
Uwm Insurance Services, LLC
Zeallionaire Enterprises
Independent Capital Management
Sagepoint Financial
Perry'S Financial Services
Disclosures
Please visit the SEC profile of Melanie Perry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Urban Wealth Management
El Segundo, CA
El Segundo, CA
El Segundo, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
