Top Wealth + Best-in-State · rank 1 · Austin, Texas · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (UBS Financial Services Inc.) (high)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "1/1/1991"” — sec_finra_regulatory
- Parent company — UBS Group AG (high)
- “As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "7163", "iaSECNumberType": "801", "bdSECNumber": "16267"” — sec_finra_regulatory
- Team name — 512 Wealth Partners (high)
- “512 Wealth Partners is an experienced team of seasoned advisors with the diverse investment and planning skills to guide affluent clients—successful families, senior executives and entrepreneurs—through every type of mar” — firm_official
- Team size — 10 (high)
- “Mark Moore Managing Director–Wealth Management Financial Advisor ... Tim Oates, CFP®, CEPA® Managing Director–Wealth Management Financial Advisor” — firm_official
- CRD — 1858129 (high)
- “"basicInformation": {"individualId": 1858129, "firstName": "MARK", "middleName": "ALLEN", "lastName": "MOORE", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "7/19/1988"}” — sec_finra_regulatory
- Years experience — 38 (high)
- “"daysInIndustryCalculatedDate": "7/19/1988"” — sec_finra_regulatory
- Designations — — (high)
- “Mark is a UBS Managing Director, one of just a few across the world with this distinguished title. His training includes exclusive and rigorous training in financial planning, asset management and wealth transfer strateg” — firm_official
Book of business
- Team AUM ($M) — 2900 (high)
- “"Asset Date":"6/30/2025","Minimum account size for new business":"$5M","Team Assets (Custodied)":"$2.9B"” — forbes_shook
- Account minimum ($M) — 5 (high)
- “"Minimum account size for new business":"$5M"” — forbes_shook
- Typical client net worth ($M) — 57.5 (high)
- “"Typical Net Worth of Relationships":"$15-100M"” — forbes_shook
- Client niche — corporate executives, business owners and entrepreneurs, and multigenerational affluent families (high)
- “For more than 30 years, Mark Moore has assisted the elite—corporate leaders, business owners and their families, and high net worth individuals—manage the challenges they face each day as they run their companies, raise ” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as” — firm_official
Positioning & marketing
- Website url — https://advisors.ubs.com/512wealthpartners/ (high)
- “512 Wealth Partners - Austin, TX | UBS” — firm_official
- Value proposition (verbatim) — Clarity, perspective and stewardship for your financial world (high)
- “Clarity, perspective and stewardship for your financial world” — firm_official
- “What can you expect from a relationship with our team? We are thoughtful planners and sensible risk managers. No matter where you are in the life cycle of your wealth, we believe your most important decisions can benefit” — firm_official
- Differentiators — Multigenerational advisors who have advised grandparents, parents and children in the same families, Thoughtful planners and sensible risk managers across every market environment, UBS Managing Director and Pinnacle Circle Advisor — top <1% of firm advisors, Senior Portfolio Manager designation for discretionary in-house portfolio management, Scale of UBS Private Wealth Management access and services (high)
- “Representing multiple generations across many decades in our industry, each of us has provided relevant advice to entire families—grandparents, parents and children.” — firm_official
- “We are thoughtful planners and sensible risk managers.” — firm_official
- Content marketing — none (medium)
- “Whitepapers UBS House View-March 2026 Investment Strategy Guide: So much, too fast?” — firm_official
- Has podcast — no (medium)
- “Whitepapers UBS House View-March 2026 Investment Strategy Guide: So much, too fast? ... Global Next Generation Report ... 2026 Planning Guide ... Global Family Office Report” — firm_official
- Books published — 0 (medium)
- “Mark earned his B.B.A. at the University of Texas at Austin, and his MBA from St. Edward's University. He is an active member of several local charitable organizations, serves on the Regents School of Austin Endowment Fu” — firm_official
- Linkedin url — https://www.linkedin.com/in/mark-moore-1083436 (high)
- Social presence — linkedin_active (low)
- Press awards — Barron's Top 250 Private Wealth Management Teams, 2024–2026 (512 Wealth Partners), Barron's Top 1,500 Financial Advisors, 2026, Barron's Top 1,200 Financial Advisors, 2014–2025, Barron's Top 1,000 Financial Advisors, 2009–2013, UBS Wealth Management Pinnacle Council, 2024, 2025 (high)
- “Barron's Top 250 Private Wealth Management Teams, 2024, 2025, 2026 The Barron's rating is awarded annually in May based on information from the prior year Q4. Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012” — firm_official
- “UBS Wealth Management Pinnacle Council, 2024, 2025 UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & p” — firm_official
Visual brand
- Has distinct logo — no (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Logo url — https://advisors.ubs.com/512wealthpartners/media/321450/UBS_Logo_Semibold.svg (high)
- Visual brand notes — Standard UBS corporate template: white ground, red three-key accents, semibold sans (Frutiger-style), formal studio headshots and conference-room photography. No team-level visual identity beyond the wordmark text. (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
