Best-in-State · rank 47 · Phoenix, Arizona · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “firm: UBS Private Wealth Management” — forbes_shook
- Parent company — UBS AG (medium)
- “UBS Private Wealth Management” — forbes_shook
- Firm type — wirehouse (high)
- “UBS Private 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_public
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Book of business
- Team AUM ($M) — 1500 (high)
- “Team Assets (Custodied): $1.5B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum account size for new business: $10M” — forbes_shook
- Typical client net worth ($M) — 50 (medium)
- “Typical Net Worth of Relationships: $10-100M” — forbes_shook
- Client niche — generalist (low)
- “Typical Net Worth of Relationships: $10-100M, Typical size of Household accounts: $5-50M” — forbes_shook
- Custodians — not_applicable (high)
- “UBS Private Wealth Management” — forbes_shook
- Fee model — aum_fee (medium)
- “UBS Private Wealth Management” — forbes_shook
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
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- Press awards — Forbes America's Top Wealth Advisors 2026 (high)
- “ranked 47 on 2026 Forbes America's Top Wealth Advisors” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search