Best-in-State · rank 98 · Montgomery, Alabama · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “UBS Private Wealth Management” — forbes_shook
- Parent company — UBS AG (high)
- “UBS Private Wealth Management” — firm_official
- Firm type — wirehouse (high)
- “UBS Private Wealth Management” — forbes_shook
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Book of business
- Team AUM ($M) — 384 (high)
- “Team Assets (Custodied): $384M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 2.5 (medium)
- “Typical Net Worth of Relationships: $1-5M” — forbes_shook
- Client niche — generalist (medium)
- “Typical Net Worth of Relationships: $1-5M, Typical size of Household accounts: $500K-1M” — forbes_shook
- Custodians — UBS (high)
- “UBS Private Wealth Management” — forbes_shook
- Fee model — not_public (high)
Positioning & marketing
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- Press awards — Forbes Top Wealth Advisors 2026 (high)
- “Ranked #98 on 2026 Forbes America's Top Wealth Advisors” — forbes_shook
Visual brand
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