Best-in-State · rank 239 · San Jose, California · listed firm: UBS Wealth Management
Logo asset (hotlink-protected, view at source): https://www.ubs.com/etc.clientlibs/ubs/fit/design/resources/img/logo/UBS_Logo_Semibold.svg
Identity & firm
- Firm — UBS Wealth Management (high)
- “UBS Wealth Management” — forbes_shook
- Parent company — UBS AG (high)
- “For more than 160 years, we've been guiding clients with expert advice, insights and solutions.” — firm_official
- Firm type — wirehouse (high)
- “the world's largest wealth management firm” — firm_official
- 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) — 512 (high)
- “Team Assets (Custodied): $512M” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 12.5 (high)
- “Typical Net Worth of Relationships: $5-20M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “UBS Wealth Management” — firm_official
- Fee model — not_public (medium)
- “UBS Wealth Management” — firm_official
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 — active (medium)
- “Access the latest views and financial market coverage. Browse by key topics such as current economic trends, asset classes and regional views.” — firm_official
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: paywalled
- Social presence — gap: not_found_after_search
- Press awards — 2026 Forbes America's Top Wealth Advisors (high)
- “2026 Forbes/SHOOK America's Top Wealth Advisors list, rank 239” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “UBS_Logo_Semibold.svg” — firm_official
- Logo url — https://www.ubs.com/etc.clientlibs/ubs/fit/design/resources/img/logo/UBS_Logo_Semibold.svg (high)
- “img logo/UBS_Logo_Semibold.svg” — firm_official
- Visual brand notes — UBS corporate logo: red square with white UBS serif letters on dark background. (high)
- “UBS_Logo_Semibold.svg at /etc.clientlibs/ubs/fit/design/resources/img/logo/” — firm_official