Bud King

Top Wealth · rank 115 · St. Louis, Missouri · listed firm: UBS Private Wealth Management

Identity & firm

• Firm — UBS Private Wealth Management (King Wealth Management) (high)
  • “For over four decades, Bud has been delivering unbiased wealth management guidance and independent thinking to individuals, families, business owners, employer benefit plans and charitable foundations.” — firm_official
• Parent company — UBS Group AG (high)
  • “Our clients have access to the global resources of the world's largest wealth management firm, but with the look and feel of a small boutique shop” — firm_official
• Firm type — wirehouse (high)
  • “BERNARD JUDE KING” — sec_finra_regulatory
• Team name — King Wealth Management (high)
  • “Managing complexity for a confident future” — firm_official
• Team size — 13 (medium)
  • “Bud King, CFA® – Managing Director–Investments, Financial Advisor” — firm_official
  • “His team includes nine professionals including four age 36 years or younger and total combined team experience exceeding 200 years.” — forbes_shook
• CRD — 1076446 (medium)
  • “BERNARD JUDE KING” — sec_finra_regulatory
  • “Bernard King, Financial Advisor in Clayton, MO” — social_or_third_party_db
• Years experience — 44 (high)
  • “For over four decades, Bud has been delivering unbiased wealth management guidance and independent thinking to individuals, families, business owners, employer benefit plans and charitable foundations.” — firm_official
• Designations — CFA (high)
  • “Managing Director–Investments; Chartered Financial Analyst (CFA)” — firm_official

Book of business

• Team AUM ($M) — 2600 (high)
  • “Team Assets (Custodied)": "$2.6B” — forbes_shook
• Account minimum ($M) — 5 (high)
  • “Minimum Account Size for New Business: $5M” — forbes_shook
• Typical client net worth ($M) — 52.5 (high)
  • “Typical Net Worth of Relationships: $5-100M” — forbes_shook
• Client niche — multigenerational families, business owners, and charitable foundations (high)
  • “Understanding you means understanding your family, your values and what defines your vision for the future” — firm_official
• Custodians — gap: not_applicable
• Fee model — not_public (medium)
  • “Managing complexity for a confident future” — firm_official

Positioning & marketing

• Website url — https://advisors.ubs.com/kwmgroup/ (high)
  • “Managing complexity for a confident future” — firm_official
• Value proposition (verbatim) — Managing complexity for a confident future. Our clients have access to the global resources of the world's largest wealth management firm, but with the look and feel of a small boutique shop (high)
  • “Our clients have access to the global resources of the world's largest wealth management firm, but with the look and feel of a small boutique shop” — firm_official
• Differentiators — Global resources of the world's largest wealth management firm with a boutique feel, A deep bench with a combined 3 generations of industry experience, Understanding the family, values and vision, not just the portfolio, Comprehensive family office solution, Unbiased guidance and independent thinking (high)
  • “A deep bench of resources with a combined 3 generations of industry experience” — firm_official
  • “For over four decades, Bud has been delivering unbiased wealth management guidance and independent thinking to individuals, families, business owners, employer benefit plans and charitable foundations.” — firm_official
• Content marketing — none (medium)
  • “Managing complexity for a confident future” — firm_official
• Has podcast — no (medium)
  • “Managing complexity for a confident future” — firm_official
• Books published — 0 (medium)
  • “Managing Director–Investments; Chartered Financial Analyst (CFA)” — firm_official
• Linkedin url — https://www.linkedin.com/in/bernard-bud-king-cfa%C2%AE-6b7799a4/ (medium)
  • “Bernard (Bud) King, CFA® - UBS Financial Services Inc | LinkedIn” — social_or_third_party_db
• Social presence — linkedin_active (low)
  • “SVG icon elements for contact information appear throughout: "pin.svg," "Contact.svg," "email.svg," and "linkedIn.svg,"” — firm_official
• Press awards — Barron's Top 1,200 Financial Advisors (2014-2025), Barron's Top 1,500 Financial Advisors (2026), UBS Wealth Management Pinnacle Council (2026), Forbes Best-in-State Wealth Management Team (2023-2026) (high)
  • “Barron's Top 1,200 Financial Advisors (2014-2025); Barron's Top 1,500 (2026); Forbes America's Top Wealth Advisors (2017-2026); Forbes Best-in-State Wealth Advisors (2018-2026); UBS Wealth Management Pinnacle Council (20” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “The page features the UBS corporate logo as the primary identifier: mediahandler/media/321450/UBS_Logo_Semibold.svg. There is no distinct King Wealth Management logo separate from UBS branding” — firm_official
• Logo url — https://advisors.ubs.com/mediahandler/media/321450/UBS_Logo_Semibold.svg (medium)
  • “mediahandler/media/321450/UBS_Logo_Semibold.svg” — firm_official
• Visual brand notes — UBS corporate identity, no team mark. White ground, navy/charcoal sans-serif type, UBS red accent icons (money, mountain-peak). Standardized corporate headshots on neutral grounds; muted family and estate lifestyle imagery. (high)
  • “The page uses red accent colors in icons (evident from file names like "Money-red.svg" and "Mountain_peak_top-red.svg"), paired with professional imagery of families, estate planning, and business scenarios in muted tone” — firm_official

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