Urs Advisory
Urs Advisory is an SEC-registered wealth manager with $175.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Urs Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289892, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $175.8M (2026-05-04)
- Firm type
- Wealth Manager
- Employees
- 5
- Clients
- 169
- CRD
- 289892
- Ownership
- LEMBCKE, ERIK, HEINZ; LEMBCKE, JULIA, GILELS
How much AUM does Urs Advisory have?
Urs Advisory reported $175.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Urs Advisory?
Disclosed owners and executives of Urs Advisory include LEMBCKE, ERIK, HEINZ, LEMBCKE, JULIA, GILELS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.