Experience. Independence. Service.

Private Wealth Management

Wise river team photo 4

Many advisory teams attempt to be all things to all people. Our mission, however, is to provide a select group of investors with the independent thinking and exceptional service that significant wealth demands.

From our five locations in Los Angeles, Orange County and San Diego, Wise River Advisors provides comprehensive wealth management and investing solutions to ultra-affluent individuals and families, partnerships, endowments and foundations. Throughout our 23 years as a team, we have developed a sophisticated and comprehensive investment process that seeks to provide our clients with attractive after-tax, inflation-adjusted returns over time while minimizing risk.

Our commitment  to family offices

In addition to our team's comprehensive investment and planning expertise, Mark Binder, Craig Chiate, Glenn Oratz and Scott Brown are among a select group of Private Wealth Advisors (PWAs) who have earned the Family Office Consultant business designation. They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges their clients face, Mark, Craig, Glenn and Scott, as PWAs and FOCs, align specific needs to the full suite of UBS capabilities, including the highly bespoke solutions and collaboration from our Family Office Solutions Group.

The proof is in our numbers

$6+ billion

Assets under management

Over 20

Years in business as a team

23 person

seasoned team







Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager