Top Wealth + Best-in-State · rank 6 · Naples, Florida · 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)
- “Currently employed by and registered with the following Firm(s): IA MORGAN STANLEY 8889 Pelican Bay Boulevard Suite 300 Naples, FL 34108 CRD# 149777 Registered with this firm since: 06/01/2009” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “Core Purpose Wealth Management | Oak Brook, IL | Naples, FL | Morgan Stanley Wealth Management” — firm_official
- Firm type — wirehouse (high)
- “IA MORGAN STANLEY 8889 Pelican Bay Boulevard Suite 300 Naples, FL 34108 CRD# 149777 Registered with this firm since: 06/01/2009 B MORGAN STANLEY 8889 Pelican Bay Boulevard Suite 300 Naples, FL 34108 CRD# 149777 Registere” — sec_finra_regulatory
- Team name — Core Purpose Wealth Management (high)
- “Core Purpose Wealth Management helps a select group of families manage their financial lives so they can focus on areas of their life that bring them joy, meaning and purpose.” — firm_official
- “Kyle Chudom is the founding member of the Chudom Hayes Wealth Management Group at Morgan Stanley.” — forbes_shook
- Team size — 19 (high)
- “A team of 19 professionals committed to treating you as an individual - not an account number” — firm_official
- CRD — 1193778 (high)
- “BrokerCheck Report
KYLE CHUDOM CRD# 1193778” — sec_finra_regulatory
- Years experience — 42 (high)
- “General Securities Representative Examination
Series 7
11/19/1983” — sec_finra_regulatory
- “He has been with Morgan Stanley for more than 39 years and is a member of the Chairman's Club, which recognizes the top financial advisors at the firm.” — forbes_shook
- Designations — — (high)
- “Professional Designations This section details that the representative has reported 0 professional designation(s). No information reported.” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 2100 (high)
- “"Team Assets (Custodied)":"$2.1B"” — forbes_shook
- “Team Assets: "$2.1B" (custodied)” — forbes_shook
- Account minimum ($M) — 0 (high)
- “"Minimum account size for new business":"$0"” — forbes_shook
- Typical client net worth ($M) — 5.5 (medium)
- “"Typical Net Worth of Relationships":"$1-10M"” — forbes_shook
- Client niche — affluent families and women across life stages/transitions; impact-and-purpose-oriented investing (high)
- “Core Purpose Wealth Management helps a select group of families manage their financial lives so they can focus on areas of their life that bring them joy, meaning and purpose.” — firm_official
- “Women's financial lives often follow a different path than men's. We recognize those differences and meet you with compassionate listening, empathetic guidance, and world-class, credentialed expertise - so your plan refl” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “IA MORGAN STANLEY 8889 Pelican Bay Boulevard Suite 300 Naples, FL 34108 CRD# 149777 Registered with this firm since: 06/01/2009 B MORGAN STANLEY 8889 Pelican Bay Boulevard Suite 300 Naples, FL 34108 CRD# 149777 Registere” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/core-purpose-wealth-management (high)
- “Title: Core Purpose Wealth Management | Oak Brook, IL | Naples, FL | Morgan Stanley Wealth Management URL Source: https://advisor.morganstanley.com/core-purpose-wealth-management” — firm_official
- Value proposition (verbatim) — Core Purpose Wealth Management helps a select group of families manage their financial lives so they can focus on areas of their life that bring them joy, meaning and purpose. (high)
- “Core Purpose Wealth Management helps a select group of families manage their financial lives so they can focus on areas of their life that bring them joy, meaning and purpose.” — firm_official
- Differentiators — A team of 19 professionals committed to treating you as an individual - not an account number, Advice on Assets Held Away from Morgan Stanley (i.e. 401(k) Plans), Account Aggregation Services (view all of your assets in one location), Coordination with Your Tax Advisor and tax-loss harvesting, Dedicated women's financial planning practice across life stages and transitions (high)
- “A team of 19 professionals committed to treating you as an individual - not an account number” — firm_official
- “Advice on Assets Held Away from Morgan Stanley (i.e. 401(k) Plans)” — firm_official
- Content marketing — active (high)
- “What Retirement Plan Options Are Available to Small Business Owners? One of the meaningful financial advantages of owning a business is the ability to establish retirement plans with contribution limits well above those ” — firm_official
- “2025 Edition One: Team Insights Click the link below for some exciting updates from our team, and the new rules for withdrawing from IRAs and valuable information on gifting.” — firm_official
- Has podcast — no (medium)
- “### Video Library & Documents” — firm_official
- Books published — 0 (medium)
- “### Video Library & Documents” — firm_official
- Linkedin url — https://www.linkedin.com/in/chudomhayeswealthmanagement/ (medium)
- “Kyle Chudom - Morgan Stanley | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Kyle Chudom - Morgan Stanley | LinkedIn” — social_or_third_party_db
- “Core Purpose Wealth Management at Morgan Stanley | Facebook” — social_or_third_party_db
- Press awards — Barron's Top 1,500 Financial Advisors: State-by-State (2026, IL), Barron's Top 1,200 Financial Advisors (2022), Morgan Stanley Chairman's Club, Forbes Best-In-State Wealth Management Teams (2023-2026), Forbes America's Top Wealth Management Teams High Net Worth (2024, 2025) (high)
- “Barron's Top 1,500 Financial Advisors: 2026 2026 Barron's Top 1,500 Financial Advisors: State-by-State - Kyle Chudom (IL) Source: barrons.com (Awarded Mar 2026) Data compiled by Barron's for the period Oct 2024-Sept 202” — firm_official
- “Barron's Top 1,200 Financial Advisors: 2022 2022 Barron's Top 1,200 Financial Advisors: State-by-State Kyle Chudom Source: barrons.com (Awarded Mar 2022) Data compiled by Barron's based on time period from Sept 2020 - S” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “
” — firm_official
- “
- Logo url — https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg (high)
- “” — firm_official
- “
- Visual brand notes — Standard Morgan Stanley corporate template — navy/white palette, corporate sans wordmark, no team-specific mark. Warm lifestyle and family photography plus headshot grid; purpose-and-joy copy tone rather than luxury-asset imagery. (medium)
- “” — firm_official
- “Core Purpose Wealth Management helps a select group of families manage their financial lives so they can focus on areas of their life that bring them joy, meaning and purpose.” — firm_official
- “