wm_svcLevel 1

Service Tiers

GET/api/v1/systems/domain_wealth_mgmt/nodes/wm_svc

Expert CuratedCC BY 4.0

Hierarchy Explorer

Hierarchy ExplorerChevron to expand - click title to open

wm_svc_hnwHigh net worth (HNW) advisory

wm_svc_instInstitutional advisory

wm_svc_massMass affluent (digital advisory)

wm_svc_uhnwUltra-high net worth (UHNW) / family office

Cross-system equivalences1

NAICS 2022

523Securities, Commodity Contracts, and Other Financial Investments and Related Activitiesbroad

Report a data issue