Wealth Management — Total
Business Segments · TotalMorgan Stanley Wealth Management — Total increased by 3.3% to $433.02B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 8.0%, from $400.85B to $433.02B. Over 4 years (FY 2021 to FY 2025), Wealth Management — Total shows an upward trend with a 3.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityStable
First reportedQ4 2014
Last reportedQ4 2025
Rolls up toTotal Assets
How to read this metric
Growth in the total metric generally indicates a scaling business and increased market presence.
Detailed definition
This represents the aggregate financial performance or total activity level of the Wealth Management segment. It serves...
Peer comparison
Used as a high-level segment summary in financial statements across various industries.
Metric ID:
ms_segment_wm_totalHistorical Data
19 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $361.14B | $364.63B | $378.44B | $378.50B | $364.95B | $356.47B | $373.31B | $363.41B | $362.63B | $361.49B | $365.17B | $377.92B | $369.74B | $388.26B | $400.85B | $398.98B | $404.93B | $418.99B | $433.02B |
| QoQ Change | — | +1.0% | +3.8% | +0.0% | -3.6% | -2.3% | +4.7% | -2.7% | -0.2% | -0.3% | +1.0% | +3.5% | -2.2% | +5.0% | +3.2% | -0.5% | +1.5% | +3.5% | +3.3% |
| YoY Change | — | — | — | — | +1.1% | -2.2% | -1.4% | -4.0% | -0.6% | +1.4% | -2.2% | +4.0% | +2.0% | +7.4% | +9.8% | +5.6% | +9.5% | +7.9% | +8.0% |
Range$356.47B – $433.02B
CAGR+4.1%
Avg YoY Growth+3.1%
Median YoY Growth+2.0%
Current Streak3 quarters growth
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Frequently Asked Questions
- What is Morgan Stanley's wealth management — total?
- Morgan Stanley (MS) reported wealth management — total of $433.02B in Q4 2025.
- How has Morgan Stanley's wealth management — total changed year-over-year?
- Morgan Stanley's wealth management — total increased by 8.0% year-over-year, from $400.85B to $433.02B.
- What is the long-term trend for Morgan Stanley's wealth management — total?
- Over 4 years (2021 to 2025), Morgan Stanley's wealth management — total has grown at a 3.1% compound annual growth rate (CAGR), from $1.47T to $1.66T.
- What does wealth management — total mean?
- The total summary of the Wealth Management segment's financial activity.