John Hancock Life Insurance Company (U.S.A.) And John Hancock Li
$9.1M reported client assets across 1 advisory firms in FY2025 annual amendments
Reported client assets over time
$308K
$9.1M
2022
2025
Same-firm comparison: 1 firms that reported John Hancock Life Insurance Company (U.S.A.) And John Hancock Li in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Urban Wealth Management Group Llc | $9.1M | $213M | 4.3% | 03/25/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.