Best-in-State · rank 18 · Anchorage, Alaska · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Wealth Management (high)
- “UBS Wealth Management” — forbes_shook
- Parent company — UBS AG (high)
- “UBS Wealth Management” — forbes_shook
- Firm type — wirehouse (high)
- “UBS Wealth Management” — forbes_shook
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — gap: not_found_after_search
- Years experience — gap: not_found_after_search
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 1700 (high)
- “Team Assets (Custodied): $1.7B” — forbes_shook
- Account minimum ($M) — 1.5 (high)
- “Minimum account size for new business: $1.5M” — forbes_shook
- Typical client net worth ($M) — 3 (high)
- “Typical Net Worth of Relationships: $1-5M” — forbes_shook
- Client niche — generalist (medium)
- “No specialized niche mentioned in Forbes profile; typical household account size $500K-9M suggests broad high-net-worth clients” — forbes_shook
- Custodians — not_applicable (high)
- “UBS Wealth Management” — forbes_shook
- Fee model — not_public (high)
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — 2026 Forbes America's Top Wealth Advisors (high)
- “Ranked 18 in 2026 Forbes/SHOOK America's Top Wealth Advisors list” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “UBS Wealth Management” — forbes_shook
- Logo url — gap: not_applicable
- Visual brand notes — UBS corporate branding (red and white) (high)
- “UBS Wealth Management” — firm_official