Best-in-State · rank 106 · Phoenix, Arizona · listed firm: UBS Wealth Management
Identity & firm
- Firm — Wert Wealth Management / UBS Wealth Management (high)
- “Wert Wealth Management (operating under UBS Financial Services Inc.)” — firm_official
- Parent company — UBS Group AG (high)
- “Registered with UBS Financial Services Inc.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Registered with UBS Financial Services Inc., SEC-registered investment adviser and brokerage services” — sec_finra_regulatory
- Team name — Wert Wealth Management (high)
- “Wert Wealth Management” — firm_official
- Team size — 1 (medium)
- “Jessica Wert identified as primary advisor” — firm_official
- CRD — 6321056 (high)
- “CRD Number: 6321056” — sec_finra_regulatory
- Years experience — 12 (high)
- “Registered with UBS Financial Services Inc. since 11/25/2014” — sec_finra_regulatory
- Designations — CFP, CPA (high)
- “Jessica Nicole Wert, CFP®” — forbes_shook
- “Certified Public Accountant (CPA) at Deloitte & Touche, Phoenix” — social_or_third_party_db
Book of business
- Team AUM ($M) — 276 (high)
- “Team Assets (Custodied): $276M” — forbes_shook
- Account minimum ($M) — 0.3 (high)
- “Minimum account size for new business: $300K” — forbes_shook
- Typical client net worth ($M) — 3.75 (high)
- “Typical Net Worth of Relationships: $250K-12.5M” — forbes_shook
- Client niche — generalist (medium)
- “Comprehensive wealth management including portfolio management, retirement planning, social security strategies, college savings, and estate planning services” — firm_official
- Custodians — not_applicable (high)
- “UBS Financial Services Inc. - wirehouse broker-dealer and SEC-registered investment adviser” — sec_finra_regulatory
- Fee model — aum_fee (medium)
- “Wrap fee model: one annual fee covers advice, trading commissions, and account administrative costs. Maximum annual fee: 2.5% of Assets Under Management” — firm_official
Positioning & marketing
- Website url — https://advisors.ubs.com/wertwealthmanagement/ (high)
- Value proposition (verbatim) — Organize your finances around your short term needs, your longer-term goals and what you envision for generations to come (high)
- “Organize your finances around your short term needs, your longer-term goals and what you envision for generations to come” — firm_official
- Differentiators — Liquidity framework for short-term expenses, Longevity strategy for long-term needs, Legacy planning across generations, CPA background in financial auditing and controls, Commitment to quality client service relationships (medium)
- “UBS Wealth Way Framework - Liquidity to help provide cash flow for short-term expenses, Longevity for longer-term needs, Legacy for needs that go beyond your own” — firm_official
- “Developing long-term relationships through a commitment to quality client service” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/jessicawert/ (high)
- Social presence — linkedin_active (medium)
- “LinkedIn profile active with 500+ connections” — social_or_third_party_db
- Press awards — 2026 Forbes Top Women Wealth Advisors Best-In-State, 2025 Forbes Top Next-Gen Wealth Advisors Best-in-State (#14), Mesa Independent community recognition (high)
- “2026 Forbes Best-in-State Wealth Advisors (women-focused list)” — forbes_shook
- “2025 Forbes Top Next-Gen Wealth Advisors Best-in-State” — professional_press
Visual brand
- Has distinct logo — no (medium)
- “Operates under UBS Wealth Management corporate branding” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — UBS corporate branding (navy and white) - professional wirehouse identity, no distinct team sub-brand (medium)
- “Uses UBS Wealth Management corporate branding” — firm_official