confirmedWirehouse → Wirehouse

The RoseWest Group

Morgan StanleyUBS Wealth Management
Monday, March 23, 2026
AUM

$375M

Revenue

$2.4M

Team Size

3

Location

Tyler, TX

Region

Southwest

UBSMorgan StanleymovesTexas
Destination Firm

UBS Wealth Management

Typewirehouse
Advisors6,000
Total AUM~1500B
Net 30d+1
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