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WELLS FARGO GROUP

Business and Investment Profile

The WELLS FARGO GROUP is a publicly held investment adviser that advises $961.81Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WELLS FARGO GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 43.58% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 35.84 years and is comprised of 3 filing and 0 relying advisers. They operate out of 49 office locations with their Headquarters at ONE NORTH JEFFERSON AVENUE MAIL CODE: H0004-05E, ST. LOUIS, MISSOURI. The Group has been subject to regulatory enforcement actions. They are regulated by 41 US and Non-US bodies.

Employee Profile

They have 23,167 employees comprised of 10,466 investment and 12,701 non-investment staff. The total number of Employees decreased by 10.72% over the last 5-years.

Asset Profile

Their $961.81Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 36,466 other accounts. Assets of High Net Worth Individuals clients own $712.81Bn or 74.11% of Total Assets and Individuals own $174.03Bn or 18.09% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 9 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

WELLS FARGO GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: WELLS FARGO GROUP

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Generated 2026-09-12T06:47:42.1468607.  © 2026 Convergence.