Best-in-State · rank 19 · Scottsdale, Arizona · listed firm: Morgan Stanley Wealth Management
Logo asset (hotlink-protected, view at source): https://1000logos.net/wp-content/uploads/2016/10/Morgan-Stanley-logo.svg
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “firm:"Morgan Stanley Wealth Management"” — forbes_shook
- Parent company — Morgan Stanley (high)
- “Morgan Stanley Wealth Management is a division of Morgan Stanley” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Morgan Stanley Wealth Management is the largest wirehouse by assets, combining investment advisory, banking, lending, and brokerage services.” — sec_finra_regulatory
- Team name — The Cohesive Wealth Management Group (high)
- “The Cohesive Wealth Management Group” — firm_official
- Team size — 4 (high)
- “Team Members: Brian Enns, Brian A. Hammersley, Richard Owen, Ty Robben (4 core members)” — firm_official
- CRD — 2543276 (high)
- “Individual CRD #2543276; Firm CRD: Morgan Stanley & Co. LLC - CRD #8209” — sec_finra_regulatory
- Years experience — 24 (high)
- “graduated Indiana University 2002; started career at UBS mentored by grandfather” — firm_official
- Designations — CFP, other:Family Wealth Director, other:Executive Director, other:Alternative Investments Director, other:Senior Portfolio Manager (high)
- “CFP® (Certified Financial Planner); Family Wealth Director (Morgan Stanley internal; held by ~5% of advisors; requires specialized training, 100-question exam, ultra-high-net-worth case studies); Executive Director; Alte” — firm_official
Book of business
- Team AUM ($M) — 1700 (high)
- “Team Assets (Custodied): $1.7B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum account size for new business: $2M” — forbes_shook
- Typical client net worth ($M) — 25 (high)
- “Typical Net Worth of Relationships: $1.8-50M” — forbes_shook
- Client niche — families, business owners, entrepreneurs, ultra-high-net-worth (high)
- “Families, business owners, entrepreneurs, ultra-high-net-worth individuals; Use Case Focus: Business transitions, concentrated equity, philanthropic endeavors, multi-generational wealth strategy” — firm_official
- Custodians — not_applicable (high)
- “Morgan Stanley Wealth Management uses Morgan Stanley as custodian (internal custody)” — sec_finra_regulatory
- Fee model — aum_fee (medium)
- “Morgan Stanley Wealth Management General Structure: Core Portfolio advisory: 0.30% AUM annually (or $1.50 per $500 in assets); Platform fees: 0.045% AUM in certain programs; Range: Up to ~2% AUM + platform + service char” — professional_press
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-cohesive-wealth-management-group (high)
- Value proposition (verbatim) — The Cohesive Wealth Management Group empowers families, business owners, and entrepreneurs to transform financial success into enduring legacies. We craft personalized strategies that preserve wealth across generations and align business and personal ambitions. (high)
- “The Cohesive Wealth Management Group empowers families, business owners, and entrepreneurs to transform financial success into enduring legacies. We craft personalized strategies that preserve wealth across generations a” — firm_official
- Content marketing — occasional (medium)
- “Quarterly newsletter confirmed (2023 Q3 edition published)” — firm_official
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/brian-enns-658a8718/ (high)
- Social presence — linkedin_active (high)
- “Active profile at https://www.linkedin.com/in/brian-enns-658a8718/; No verified personal Twitter/X, Instagram, or Facebook accounts” — social_or_third_party_db
- Press awards — Forbes Best-In-State Wealth Management Teams (2025), Forbes Top Wealth Advisors (2026, rank #19) (high)
- “Forbes Best-In-State Wealth Management Teams 2025; Forbes Top Wealth Advisors 2026 (ranked #19)” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “No separate Cohesive Wealth Management Group logo; uses parent Morgan Stanley branding” — firm_official
- Logo url — https://1000logos.net/wp-content/uploads/2016/10/Morgan-Stanley-logo.svg (high)
- “Logo: Uses Morgan Stanley corporate logo (black wordmark, minimalist sans-serif)” — firm_official
- Visual brand notes — Quiet confidence, sophisticated monochrome black on white; represents intellect and institutional gravitas. Uses Morgan Stanley corporate brand identity—minimalist sans-serif wordmark, professional photography, formal layout. (high)
- “Quiet confidence, sophisticated monochrome black on white; represents intellect and institutional gravitas” — firm_official