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Wealth Management Types
wm_svc
wm_svc
Level 1
Service Tiers
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/api/v1/systems/domain_wealth_mgmt/nodes/wm_svc
Expert Curated
CC BY 4.0
Hierarchy Explorer
Hierarchy Explorer
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wm_svc_hnw
High net worth (HNW) advisory
wm_svc_inst
Institutional advisory
wm_svc_mass
Mass affluent (digital advisory)
wm_svc_uhnw
Ultra-high net worth (UHNW) / family office
Cross-system equivalences
1
NAICS 2022
523
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
broad
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