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, Scott Brown and Glenn Oratz 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, Scott and Glenn, 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


Experience

Experience

Independence 

Independence 

Service

Service

The Wise River Advisors podcast

The Wise River Advisors podcast

Wise River Advisors invites you to join conversations with our UBS colleagues, members from an extensive professional network, and leaders from our communities. We will discuss timely topics and break down some of the biggest questions in the world of finance.

Backed by the strength of UBS

A global leader in wealth management

$3.3 trillion

In invested assets globally 
As of 12/31/2021

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager