1986 | Entering Wall Street
Our story begins with a woman whose vision challenges the conventions of her industry. At a time when few women held positions as stockbrokers, René Nourse begins her career advising individual investors at leading brokerage firms that would later shape her path to independence.
1998 | A Partnership of Shared Values
René Nourse and April Charles establish a professional partnership united by shared values and a commitment to understanding each client as an individual, marking a defining chapter in the firm's women-led history.
2012 | The Founding of UWM
René and April establish Urban Wealth Management as an independent investment advisory firm, embracing a fiduciary model.
2017 | A Milestone in Women's Ownership
UWM registers with the U.S. Securities and Exchange Commission as an independent, 100% women-owned investment advisory firm, advancing a vision of women as owners, decision-makers, and leaders in wealth management.
2022 | A New Chapter in Leadership
UWM appoints Lily C. Huber to lead strategic restructuring and succession planning, guiding the firm's transition to an institutional leadership model designed to preserve client continuity, support long-term sustainability, and further opportunities for women in leadership.
2026 | The Strength of Collective Expertise
UWM establishes its Advisory Council, bringing together specialized expertise and independent perspectives to provide clients with coordinated guidance on consequential financial decisions and the management of wealth across generations.