Next-Gen + Best-in-State · rank 85 · Los Angeles, California · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “"currentEmployments": [{"firmId": 8174, "firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "8/22/2011"” — sec_finra_regulatory
- “UBS Financial Services Inc. Private Wealth Management 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067” — firm_official
- Parent company — UBS Group AG (high)
- “UBS Trust Company, N.A. is an affiliate of UBS Financial Services Inc. and a subsidiary of UBS AG.” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "7163", "iaSECNumberType": "801", "bdSECNumber": "16267"” — sec_finra_regulatory
- Team name — Presidio Partners (high)
- “Find out how Presidio Partners identified estate plan gaps and tax saving opportunities.” — firm_official
- Team size — 10 (medium)
- “src=" mediahandler/media/791380/4_Chuck Headshot_289x273.jpg"” — firm_official
- CRD — 5739155 (high)
- “"basicInformation": {"individualId": 5739155, "firstName": "CHARLES", "middleName": "WARREN", "lastName": "COUGHLIN", "otherNames": ["CHARLES COUGHLIN"], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 14 (high)
- “"daysInIndustryCalculatedDate": "8/21/2011"” — sec_finra_regulatory
- Designations — CFP (high)
- “Warren Coughlin, CFP® Senior Vice President–Wealth Management Private Wealth Advisor” — firm_official
Book of business
- Team AUM ($M) — 2200 (high)
- “"teamAssets":"$2.2B"” — forbes_shook
- Account minimum ($M) — 5 (high)
- “"Minimum account size for new business":"$5M"” — forbes_shook
- Typical client net worth ($M) — 23.5 (high)
- “"Typical Net Worth of Relationships":"$12-35M"” — forbes_shook
- Client niche — founders and entrepreneurs through launch, growth and exit (incl. QSBS/pre-sale planning, newly public concentrated stock) (high)
- “Whether you’re scaling your first business, exploring a sale or launching your third company, we can be a valuable resource.” — firm_official
- “Newly public entrepreneurs Navigating concentrated stock position Understanding insider trading rules” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"currentEmployments": [{"firmId": 8174, "firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/presidio/ (high)
- “Presidio Partners - Los Angeles, CA | UBS” — firm_official
- Value proposition (verbatim) — Comprehensive solutions for founders & families — When you’re building a business, the questions are never-ending. Is it the right time to take money off the table? What steps should I take in advance of a sale? Now that we’ve sold, what does that mean for my family and our future? We can help you find the answers. (high)
- “Comprehensive solutions for founders & families” — firm_official
- “When you’re building a business, the questions are never-ending. Is it the right time to take money off the table? What steps should I take in advance of a sale? Now that we’ve sold, what does that mean for my family and” — firm_official
- Differentiators — Launch. Grow. Exit your business. — advice mapped to each business-lifecycle stage, QSBS eligibility and savings maximization for founders, Advanced tax planning coordinated across UBS resources plus outside attorneys and CPAs, Concentrated stock and insider-trading strategies for newly public entrepreneurs, Bringing the full resources of a global firm to the client's table (high)
- “Launch. Grow. Exit your business.” — firm_official
- “Are you Qualified Small Business Stock (QSBS) eligible? If yes, let's maximize QSBS savings” — firm_official
- Content marketing — active (high)
- “Our bi-weekly newsletter gives you insights into what’s top of mind for investors:” — firm_official
- “We are pleased to share the first edition of the Family Office Quarterly for 2026 featuring insights on the many aspects of managing a family office.” — firm_official
- Has podcast — no (medium)
- “Our bi-weekly newsletter gives you insights into what’s top of mind for investors:” — firm_official
- Books published — 0 (medium)
- “Emerging philanthropist Marathon runner East coast origins George Mason University, BS California Insurance License #0K18550” — firm_official
- Linkedin url — https://www.linkedin.com/in/warrencoughlinubs (high)
- Social presence — linkedin_active (medium)
- Press awards — UBS Wealth Management President's Council, 2025, UBS Wealth Management Director's Council, 2024, 2026 (high)
- “UBS Wealth Management President’s Council, 2025” — firm_official
- “UBS Wealth Management Director’s Council, 2024, 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/presidio/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — Stock UBS corporate template: white ground, red keys logo, clean sans-serif type, restrained blue/red accents. Aspirational lifestyle photography (woman with laptop at sunset) plus standardized 289x273 headshots. No team-specific visual identity. (high)
- “src="mediahandler/media/523348/PWM-Woman-laptop-sunset-clean.jpg"” — firm_official
