Top Wealth + Best-in-State + Barron's 100 · rank 3 · Los Angeles, California · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “Private Wealth Advisor, UBS Private Wealth Management” — forbes_shook
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Parent company — UBS Group AG (high)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- “As a team and individually, we have been consistently recognized through Forbes and Barron's. These accolades reflect our unwavering commitment to the families we serve and to UBS.” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "4/6/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "7163", "bdSECNumber": "16267"” — sec_finra_regulatory
- Team name — Mainsail Wealth Partners (high)
- “Mainsail Wealth Partners” — firm_official
- Team size — 13 (medium)
- “Drew Freides, FOC | Managing Director–Wealth Management” — firm_official
- CRD — 4262911 (high)
- “"individualId": 4262911, "firstName": "DREW", "middleName": "SCOTT", "lastName": "FREIDES", "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 25 (high)
- “"daysInIndustryCalculatedDate": "10/18/2000"” — sec_finra_regulatory
- “Drew began his career in financial services in 1999 at Goldman Sachs. In 2009, he joined UBS Private Wealth Management and now leads one the largest teams in all of UBS.” — firm_official
- Designations — other:FOC (Family Office Consultant) (high)
- “Drew Freides, Michael Kanigher and Steven Westerman are among a select group of Private Wealth Advisors who have earned the Family Office Consultant (FOC) business designation.” — firm_official
- “Drew Freides, FOC” — firm_official
Book of business
- Team AUM ($M) — 8800 (high)
- “$8.8B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “$10M” — forbes_shook
- Typical client net worth ($M) — 20 (high)
- “$20M-6B” — forbes_shook
- Client niche — multigenerational families, entrepreneurs, senior executives and family offices; also athletes and entertainers (high)
- “With a long-standing history of advising multigenerational families, entrepreneurs, senior executives, and family offices, we are uniquely positioned to help unlock opportunities, preserve wealth, and foster continuity.” — firm_official
- “He is also part of the firm’s Athletes and Entertainers Consultant group, who provide industry-specialized advice for entertainment executives and professional athletes.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/mainsail/ (high)
- Value proposition (verbatim) — Today's opportunities. Tomorrow's legacy. … As Private Wealth Advisors and Family Office Consultants, we bring not only access and perspective—but also a deep passion for helping our clients pursue what is possible today and for generations to come. (high)
- “Today’s opportunities. Tomorrow’s legacy.” — firm_official
- “As Private Wealth Advisors and Family Office Consultants, we bring not only access and perspective—but also a deep passion for helping our clients pursue what is possible today and for generations to come.” — firm_official
- Differentiators — Family Office Consultant (FOC) designation held by three of the team's Private Wealth Advisors, Long-standing history advising multigenerational families, entrepreneurs, senior executives and family offices, Approach built for the long term, supporting family legacies across generations, UBS global resources behind the team at every step, Consistent Forbes and Barron's recognition as a team and individually (high)
- “Drew Freides, Michael Kanigher and Steven Westerman are among a select group of Private Wealth Advisors who have earned the Family Office Consultant (FOC) business designation. Understanding the complexities of intergen” — firm_official
- “Our approach is built for the long term—designed to support family legacies that endure across generations, with UBS as global resource every step of the way.” — firm_official
- Content marketing — occasional (medium)
- Has podcast — no (medium)
- “In the media Our Capabilities” — firm_official
- Books published — 0 (medium)
- “Drew began his career in financial services in 1999 at Goldman Sachs. In 2009, he joined UBS Private Wealth Management and now leads one the largest teams in all of UBS.” — firm_official
- Linkedin url — https://www.linkedin.com/in/drew-freides-60a75a (high)
- Social presence — linkedin_active (low)
- Press awards — Barron's Top 250 Private Wealth Management Teams (2024, 2025), Barron's Top 100 Private Wealth Management Teams (2019-2023), Barron's Top 1,200 Financial Advisors (2015-2025), Barron's Top 100 Financial Advisors (2015-2022) (high)
- “Barron's Top 250 Private Wealth Management Teams (2024, 2025)” — forbes_shook
- “Michael Kanigher: Barron's Top 1,200 Financial Advisors, 2025 The Barron's rating is awarded annually in March based on information from the prior year Q3.” — firm_official
Visual brand
- Has distinct logo — no (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Logo url — https://advisors.ubs.com/mainsail/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — UBS corporate red-and-white with three-keys mark; clean sans-serif type, generous white space. Black-and-white headshots and a grayscale team photo; color reserved for Forbes/Barron's award badges. Nautical name, no nautical imagery. (high)
- “<img src="mediahandler/media/739562/Mainsail Team Photo Oct2025.jpg"” — firm_official
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
