$7 trn
UBS Group invested assets
As of 12/31/2025
Derived from the word Elyon, meaning supreme or highest level, our name reflects the standard of excellence, wisdom, and stewardship that guides everything we do.
Elyon Wealth Management is a boutique wealth advisory team dedicated to helping clients navigate financial complexity with clarity, confidence, and purpose.
We provide comprehensive financial planning, personalized investment management, and strategic guidance for individuals, families, professionals, business owners, and retirees. Our approach is tailored to each client's unique goals, circumstances, and long-term vision.
Built on trust, thoughtful advice, and enduring relationships, we serve as a dedicated advisor through every stage of wealth creation, preservation, and legacy planning. Whether you're building wealth, preparing for retirement, or navigating a major life transition, we are committed to helping you pursue lasting financial confidence and long-term success.
At Elyon, wealth management is more than managing assets—it's helping clients elevate their financial lives through disciplined planning, strategic insight, and unwavering guidance.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
