Top Wealth + Best-in-State · rank 2 · Houston, Texas · listed firm: Morgan Stanley Wealth Management
Logo asset (hotlink-protected, view at source): https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “The Woldert Group at Morgan Stanley James Woldert, CIMA®, CAIA” — firm_official
- Parent company — Morgan Stanley (high)
- “© 2025 Morgan Stanley Smith Barney LLC. Member SIPC . All rights reserved.” — firm_official
- Firm type — wirehouse (high)
- “Securities Agent: DC, OH, NE, GA, CT, IA, PR, OR, WA, MT, KS, VA, TX, AZ, AK, NY, NJ, LA, AL, NV, NC, ID, MS, MN, IL, FL, TN, CA, PA, KY, DE, SC, OK, MO, MI, MD; General Securities Representative; Investment Advisor Repr” — firm_official
- “JAMES FREEMAN WOLDERT - Broker at MORGAN STANLEY” — sec_finra_regulatory
- Team name — The Woldert Group (high)
- “Meet The Woldert Group James Woldert , CIMA®, CAIA Managing Director, Wealth Management , Financial Advisor , Portfolio Management Director , Alternative Investments Director” — firm_official
- Team size — 5 (high)
- “Meet The Woldert Group James Woldert , CIMA®, CAIA Managing Director, Wealth Management , Financial Advisor , Portfolio Management Director , Alternative Investments Director Phone: (713) 965-5086 (713) 965-5086 Contact ” — firm_official
- CRD — 4429572 (high)
- “JAMES FREEMAN WOLDERT - Broker at MORGAN STANLEY” — sec_finra_regulatory
- Years experience — 22 (medium)
- “James has been helping clients to understand their options and achieve their goals for 22 years.” — firm_official
- Designations — CIMA, other:CAIA (high)
- “"Certified Investment Management Analyst ® (CIMA ® )" - James maintains his CIMA ® designation which is the peak international, technical portfolio construction program for investment consultants, analysts, financial adv” — firm_official
- “"Chartered Alternative Investment Analyst (CAIA ® )" - James maintains his CAIA ® designation which is the globally-recognized credential for professionals managing, analyzing, distributing, or regulating alternative inv” — firm_official
Book of business
- Team AUM ($M) — 1200 (high)
- “Team Assets (Custodied): $1.2B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5M” — forbes_shook
- Typical client net worth ($M) — 23 (high)
- “Typical Net Worth of Relationships: $23-720M” — forbes_shook
- Client niche — multi-generational ultra-high-net-worth families, with alternative-investments and concentrated-stock focus (high)
- “We become Involved with CPA's, estate attorneys and other family members to help implement tax efficient strategies designed to help grow, preserve and to pass on multi-generational wealth.” — firm_official
- “James works closely with clients and their other advisers throughout the entire wealth management process, helping with everything from tax strategies and diversifying concentrated holdings to estate and retirement plann” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “Services Include Wealth Management Footnote 1 Alternative Investments Footnote 2 Business Planning Footnote 3 Corporate Cash Management Endowments and Foundations Footnote 4 Estate Planning Strategies Footnote 5 Financia” — firm_official
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-woldert-group (high)
- “The Woldert Group | Houston, TX | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — Integral. Intelligent. Involved. We believe that our team plays an Integral part of helping you to achieve your goals and objectives. We believe in providing integrity, knowledge and professionalism to our clients, as this is paramount to building and maintaining strong, long- lasting relationships. (high)
- “Integral. Intelligent. Involved. We believe that our team plays an Integral part of helping you to achieve your goals and objectives. We believe in providing integrity, knowledge and professionalism to our clients, as th” — firm_official
- “Our Mission Statement Experience, intellectual capital and dedicated personal service to help you meet your life goals” — firm_official
- Differentiators — Three-word framework: Integral, Intelligent, Involved, Coordinates directly with clients' CPAs and estate attorneys on tax-efficient multi-generational transfer, Advisor personally designs, builds and manages proprietary investment models, Alternative Investments Director credential plus CIMA and CAIA designations, Family Office Resources and LifeView Intelligent Planning tool suite (high)
- “We take a holistic approach to working with clients. We become Involved with CPA's, estate attorneys and other family members to help implement tax efficient strategies designed to help grow, preserve and to pass on mult” — firm_official
- “James also designs, builds and manages our proprietary models, leveraging his deep knowledge and experience in traditional and alternative strategies to customize portfolios to meet the specific needs of each client.” — firm_official
- Content marketing — occasional (medium)
- “Our Monthly Newsletter To ensure our clients are equipped with the most up-to-date insights and resources, on a monthly basis, our team releases a carefully curated newsletter. With topics ranging from tax strategies to ” — firm_official
- Has podcast — no (high)
- “Thoughts On The Market Podcast With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety ” — firm_official
- Books published — 0 (medium)
- “James received his bachelor’s degree in Economics from the University of Texas at Austin and completed a two-year program at the Wharton School of Business in which he attained the CIMA ® designation.” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — none (medium)
- “CRC 4665150 (8/2025), 4763067 (9/2025) twitter linkedin youtube Disclosures Privacy & Cookies Terms of Use Contact Us Global Offices Equal Employment Opportunity Your Privacy Choices © 2025 Morgan Stanley Smith Barney LL” — firm_official
- Press awards — Barron's Top 1,500 Financial Advisors: State-by-State, Texas (2022-2026), Morgan Stanley Chairman's Club (2023-2026), Morgan Stanley Masters Club (high)
- “"2022 - 2026 Barron's Top 1500" - James has been included in Barron's ranking of the Top 1,500 Financial Advisors: State-By-State ranking for Texas.” — firm_official
- “"2023, 2024, 2025, 2026 Chairman's Club" - James has been named to the Firm's prestigious Chairman's Club, an elite group composed of the Firm's top Financial Advisors.” — firm_official
Visual brand
- Has distinct logo — no (high)
- “<img class="Header-logoImage Header-logoImage--wm" src="permanent-b0b701/assets/images/logo.85739d37.svg"” — firm_official
- Logo url — https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg (medium)
- “<img class="Header-logoImage Header-logoImage--wm" src="permanent-b0b701/assets/images/logo.85739d37.svg"” — firm_official
- Visual brand notes — Standard Morgan Stanley template: corporate navy/white palette, restrained serif-and-sans pairing, full-width Houston skyline banner, formal studio headshots and stock lifestyle icons. No team-specific mark or custom palette. (high)
- “<img class="Banner-image" src="//dynl.mktgcdn.com/p/T6sNcf3pb4bYVOem4se9m8o38bvXK5SZvyGF_pPxS1Q/1900x879.jpg"” — firm_official