Best-in-State · rank 37 · Scottsdale, Arizona · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “Morgan Stanley Wealth Management” — forbes_shook
- Parent company — Morgan Stanley (high)
- “Morgan Stanley Wealth Management” — forbes_shook
- Firm type — wirehouse (high)
- “Morgan Stanley Wealth Management” — forbes_shook
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Book of business
- Team AUM ($M) — 1400 (high)
- “Team Assets (Custodied): $1.4B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum account size for new business: $5M” — forbes_shook
- Typical client net worth ($M) — 80 (high)
- “Typical Net Worth of Relationships: $10-150M” — forbes_shook
- Client niche — generalist (low)
- “Morgan Stanley Wealth Management serves high-net-worth clients across multiple niches” — forbes_shook
- Custodians — not_applicable (high)
- “Morgan Stanley Wealth Management” — forbes_shook
- Fee model — not_public (medium)
- “Morgan Stanley Wealth Management” — forbes_shook
Positioning & marketing
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Visual brand
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