other names
Wells Fargo was an American banking company based in San Francisco, California that was acquired by Norwest Corporation in 1998. During the California Gold Rush in early 1848 at Sutter's Mill near Coloma, California, financiers and entrepreneurs from all over North America and the world flocked to California, drawn by the promise of huge profits. Vermont native Henry Wells and New Yorker William G. Fargo watched the California economy boom with keen interest. Before either Wells or Fargo could pursue opportunities offered in the Western United States, however, they had business to attend to in the Eastern United States.

Adviser Profile

As of Date 03/24/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 519 24.16%
of those in investment advisory functions 2 -83.33%
Registration SEC, Approved, 12/22/2000
AUM* 318,037,012,784 35.20%
of that, discretionary 318,037,012,784 35.20%
Private Fund GAV* 0 -100.00%
Avg Account Size 26,360,299 -21.22%
% High Net Worth 10.34% 28.93%
SMA’s Yes
Private Funds 0 26
Contact Info 415 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
307B 263B 219B 175B 131B 88B 44B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary