Top Wealth + Best-in-State · rank 3 · Mount Laurel, New Jersey · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Financial Services Inc. — FLO Wealth Management (high)
- “FLO Wealth Management - Mt. Laurel, NJ | UBS” — firm_official
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Parent company — UBS Group AG (high)
- “UBS logo, to home page” — firm_official
- Firm type — wirehouse (high)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Team name — FLO Wealth Management (high)
- “Two years later, he partnered with Mark Fendrick in Cherry Hill, NJ to form the Fendrick Group that later became FLO Wealth Management.” — firm_official
- Team size — 7 (medium)
- “At FLO Wealth Management, our collective experience spans more than 100 years and generations of family relationships.” — firm_official
- CRD — 1228820 (high)
- “MARK FENDRICK” — sec_finra_regulatory
- Years experience — 43 (high)
- “Mark D. Fendrick, CFP®, Managing Director, Wealth Management, has been licensed since 1983.” — firm_official
- Designations — CFP (high)
- “Mark is also a CERTIFIED FINANCIAL PLANNER™.” — firm_official
Book of business
- Team AUM ($M) — 3300 (high)
- “Team Assets (Custodied): $3.3B” — forbes_shook
- “FLO Wealth Management is a key player, managing over $1.5 Billion in assets.” — firm_official
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 22.5 (high)
- “Typical Net Worth of Relationships: $5-40M” — forbes_shook
- Client niche — affluent professionals, business owners and corporate executives; multigenerational families and inherited wealth (high)
- “As an affluent professional, business owner or corporate executive, you are looking for wealth management guidance that adds value to your life.” — firm_official
- “We are equally at home addressing the complexities posed by inherited wealth.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/fendrickgroup/ (high)
- “FLO Wealth Management - Mt. Laurel, NJ | UBS” — firm_official
- Value proposition (verbatim) — Your goals. Our comprehensive plan. … Beyond investment performance, we offer innovative ideas, a deep understanding of your needs and a long-term strategy focused on your family's success. (high)
- “Your goals. Our comprehensive plan.” — firm_official
- “Beyond investment performance, we offer innovative ideas, a deep understanding of your needs and a long-term strategy focused on your family's success.” — firm_official
- Differentiators — collective experience spanning more than 100 years, multigenerational team with deep South Jersey / greater Philadelphia roots, comfort with the complexities of inherited wealth, comprehensive financial planning across life stages, long-term relationships built on quality client service (high)
- “At FLO Wealth Management, our collective experience spans more than 100 years and generations of family relationships.” — firm_official
- “We are a multigenerational team whose roots in the South Jersey and greater Philadelphia area run deep, and we are proud to be active members of our community.” — firm_official
- Content marketing — none (medium)
- “FLO Wealth Management Home (current) Meet the team Contact” — firm_official
- Has podcast — no (medium)
- “FLO Wealth Management Home (current) Meet the team Contact” — firm_official
- Books published — 0 (medium)
- “Mark earned a BS in Accounting at University of Delaware and an MBA with concentration in Investment Management from Drexel University.” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — none (low)
- “David A. Ostrum - Profile Photo” — firm_official
- Press awards — Barron's Top 1,500 Financial Advisors, 2026, Barron's Top 1,200 Financial Advisors, 2014-2025, Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013 (high)
- “Barron's Top 1,500 Financial Advisors, 2026 The Barron's rating is awarded annually in March based on information from the prior year Q3.” — firm_official
- “Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013” — firm_official
Visual brand
- Has distinct logo — no (high)
- “UBS logo, to home page” — firm_official
- Logo url — https://advisors.ubs.com/fendrickgroup/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “
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- Visual brand notes — Standard UBS corporate template: white ground, red three-keys mark and red accents, clean institutional sans typography, square professional headshots. No team-specific palette, mark, or imagery. (high)
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