Next-Gen + Best-in-State · rank 71 · Nashville, Tennessee · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “Nick Deidiker, CFP, CSRIC, EFC – Senior Vice President–Wealth Management, Private Wealth Advisor” — firm_official
- Parent company — UBS Group AG (high)
- “Our team combines the resources of the world's largest wealth manager with the bespoke services of a boutique investment firm” — firm_official
- Firm type — wirehouse (high)
- “Nicholas Deidiker is currently employed by Ubs Financial Services Inc. His CRD number is 6362793.” — social_or_third_party_db
- Team name — Parham | Deidiker Family Wealth Advisors (high)
- “Parham | Deidiker Family Wealth Advisors - Nashville, TN | UBS” — firm_official
- Team size — 10 (medium)
- “Jana Lisle Parham, CFP, CIMA, CPWA – Managing Director–Wealth Management, Private Wealth Advisor” — firm_official
- CRD — 6362793 (low)
- “Nicholas Deidiker is currently employed by Ubs Financial Services Inc. His CRD number is 6362793.” — social_or_third_party_db
- Years experience — 12 (medium)
- “Then in 2014, on the advice of a friend, Deidiker applied to a two-year UBS program that trained lawyers and other professionals to become wealth advisors.” — forbes_shook
- Designations — CFP, JD, other:CSRIC, other:EFC (high)
- “Nick Deidiker, CFP, CSRIC, EFC – Senior Vice President–Wealth Management, Private Wealth Advisor” — firm_official
- “Deidiker had studied anthropology and political science at Vanderbilt University before earning his law degree from the University of Memphis in 2012.” — forbes_shook
Book of business
- Team AUM ($M) — 942 (high)
- “Nick Deidiker's team manages $942 million in custodied assets.” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Families with at least $5 million in net worth” — forbes_shook
- Typical client net worth ($M) — 30 (high)
- “Families with at least $5 million in net worth” — forbes_shook
- Client niche — multigenerational families, athletes and entertainers, entrepreneurs and family offices (high)
- “Our practice is committed to growing and preserving your family's wealth, establishing your legacy, and sharing your values with future generations.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “offers flat-fee planning ($25,000) without requiring asset transfers” — professional_press
Positioning & marketing
- Website url — https://advisors.ubs.com/fwadvisors/ (high)
- “Parham | Deidiker Family Wealth Advisors - Nashville, TN | UBS” — firm_official
- Value proposition (verbatim) — Significant wealth brings complexity. Our team exists to simplify complexity and maximize outcomes for our clients. (high)
- “Significant wealth brings complexity. Our team exists to simplify complexity and maximize outcomes for our clients.” — firm_official
- Differentiators — boutique fiduciary planning team backed by the largest global wealth manager, simplifies complexity created by significant wealth, planning-led rather than investment-led; tax, trust and wealth-transfer focus, coordinates with clients' CPAs, attorneys and other professional advisors, dedicated family office design and governance strategist on the team (high)
- “Our team combines the resources of the world's largest wealth manager with the bespoke services of a boutique investment firm” — firm_official
- “Mark Tepsich – Executive Director, Family Office Design & Governance Strategist” — firm_official
- Content marketing — none (low)
- “No LinkedIn links, blog content, or insights sections identified.” — firm_official
- Has podcast — no (low)
- “Parham | Deidiker Family Wealth Advisors - Nashville, TN | UBS” — firm_official
- Books published — 0 (low)
- “Nicholas Alan "Nick" Deidiker, CFP, CSRIC, EFC - Nashville, TN | UBS” — firm_official
- Linkedin url — https://www.linkedin.com/in/nick-deidiker-cfp%C2%AE-csric%C2%AE-1000984a/ (high)
- “Nick Deidiker, CFP®, CSRIC® - Private Wealth Advisor ...” — firm_official
- Social presence — linkedin_active (low)
- “Nick Deidiker, CFP®, CSRIC® - UBS Financial Services, Inc. | LinkedIn” — social_or_third_party_db
- Press awards — Forbes Best-In-State Wealth Management Teams 2026, Forbes profile feature, August 2026 (medium)
- “His team, Parham Deidiker Family Wealth Advisors, based in Nashville, TN, was recently named by Forbes Best-In-State Wealth Management Team for 2026.” — professional_press
Visual brand
- Has distinct logo — no (high)
- “mediahandler/media/321450/UBS_Logo_Semibold.svg” — firm_official
- Logo url — https://advisors.ubs.com/mediahandler/media/321450/UBS_Logo_Semibold.svg (medium)
- “mediahandler/media/321450/UBS_Logo_Semibold.svg” — firm_official
- Visual brand notes — Standard UBS corporate template: red-and-white palette, UBS keys mark, clean sans-serif type, uniform square headshots on white; no team-specific visual identity. (high)
- “mediahandler/media/698063/Nick Deidiker_289x273.jpg” — firm_official
