Mark Wilkins

Top Wealth + Best-in-State · rank 2 · Clayton, Missouri · listed firm: UBS Private Wealth Management

Identity & firm

• Firm — UBS Private Wealth Management (high)
  • “Mark Wilkins joined UBS Private Wealth Management in 2015, following 21 years at Merrill Lynch.” — firm_official
• Parent company — UBS Group AG (high)
  • “MARK ALEXANDER WILKINS” — sec_finra_regulatory
• Firm type — wirehouse (high)
  • “MARK ALEXANDER WILKINS” — sec_finra_regulatory
• Team name — Impact Wealth Consultants (high)
  • “Impact Wealth Consultants - Clayton, MO | UBS” — firm_official
• Team size — 10 (medium)
  • “Mark Wilkins Managing Director–Wealth Management Financial Advisor View bio” — firm_official
• CRD — 2529190 (high)
  • “MARK ALEXANDER WILKINS” — sec_finra_regulatory
• Years experience — 32 (medium)
  • “Mark Wilkins joined UBS Private Wealth Management in 2015, following 21 years at Merrill Lynch.” — firm_official
• Designations — — (medium)
  • “Mark Wilkins Managing Director–Wealth Management Financial Advisor View bio” — firm_official

Book of business

• Team AUM ($M) — 1400 (high)
  • “Team Assets (Custodied): $1.4B” — forbes_shook
• Account minimum ($M) — 25 (high)
  • “Minimum Account Size for New Business: $25M” — forbes_shook
• Typical client net worth ($M) — 115 (high)
  • “Typical Net Worth of Relationships: $30-200M” — forbes_shook
• Client niche — business founders and entrepreneurs before, during and after an exit transaction (high)
  • “We have advised scores of founders, entrepreneurs and their families on how to successfully navigate the exit transaction, as well as negotiate significant liquidity and the potential pitfalls, as they move on personally” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “MARK ALEXANDER WILKINS” — sec_finra_regulatory

Positioning & marketing

• Website url — https://advisors.ubs.com/impactwealthconsultants/ (high)
  • “Impact Wealth Consultants - Clayton, MO | UBS” — firm_official
• Value proposition (verbatim) — Importantly, we're a team of innovative thinkers who look well beyond the financial. We work with you to clarify your purpose and your values, and help you define the sustainable impact you want your wealth to make on your family and in the world. (high)
  • “Importantly, we’re a team of innovative thinkers who look well beyond the financial. We work with you to clarify your purpose and your values, and help you define the sustainable impact you want your wealth to make on yo” — firm_official
• Differentiators — Deep experience guiding founders through exit transactions and post-sale life, Purpose- and values-first planning, not just financial assets, Personalized solutions reflecting who the client is, Access to full UBS Private Wealth Management resources and thought leadership, Educating the next generation about financial responsibility (high)
  • “Whether you are planning for the growth of your company, considering an exit transaction or preparing for your new life post-sale, Impact Wealth Consultants can provide you with a broad range of hands-on, well-honed expe” — firm_official
  • “Expect us to deliver a very personalized solution and advice that reflects who you are and what is most important to you. To us, real wealth represents more than financial assets—it represents everything you value and ho” — firm_official
• Content marketing — none (medium)
  • “Impact Wealth Consultants Home (current) Meet the team Contact” — firm_official
• Has podcast — no (medium)
  • “Impact Wealth Consultants Home (current) Meet the team Contact” — firm_official
• Books published — 0 (low)
  • “Mark is also an avid mountain climber, having undertaken many domestic and international expeditions, including summits of Mt. Everest–Nepal, Mt. Vinson–Antarctica, and Mt. McKinley–Alaska.” — firm_official
• Linkedin url — https://www.linkedin.com/in/mark-wilkins-6865088/ (medium)
  • “Mark Wilkins - Private Wealth Advisor at UBS” — social_or_third_party_db
• Social presence — linkedin_active (low)
  • “Mark Wilkins - Private Wealth Advisor at UBS” — social_or_third_party_db
• Press awards — Barron's Top 1,200 Financial Advisors, 2018-2025, Barron's Top 1,500 Financial Advisors, 2026 (high)
  • “Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025” — firm_official
  • “Barron's Top 1,500 Financial Advisors, 2026” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
• Logo url — https://advisors.ubs.com/impactwealthconsultants/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
  • “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
• Visual brand notes — Standard UBS red-and-white corporate template; black-and-white headshots, mountain-summit hero imagery echoing the advisor's climbing background, clean sans-serif type, restrained conservative palette. (high)
  • “src="mediahandler/dynamicmedia/399972/Everest2_947x458.jpg"” — firm_official

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