1986
René Nourse begins her career as a stockbroker at Fortune 500 firms, building a foundation of wealth management expertise and resilience in a male-dominated industry.
1997
René and April Charles form a professional partnership grounded in shared values and a dedication to personalized white-glove client service.
2012
René and April become independent advisor representatives, founding UWM with a vision to serve both established legacies and emerging families with autonomy and care.
2017
UWM registered with the U.S. Securities and Exchange Commission as an independent investment advisory firm, reaffirming its dedication to integrity and independence, and its commitment to creating a supportive working environment for women in wealth management to balance their professional and personal lives.
2022
UWM recruits Lily C. Huber to lead the firm’s strategic restructuring and succession planning, ensuring a thoughtful leadership transition and continued alignment with the founding vision and values.
2025
April and Lily transition into equity ownership, marking a new phase of growth that builds on the firm’s legacy while honoring tradition with a forward-looking vision. The firm remains committed to offering equity participation reinforcing the core values of supporting women with both equity and autonomy, and a culture where every member contributes to and benefits from the firm's success.