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Wells Fargo Advisors Financial Network LLC
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CRD # | 11025 |
SEC # | 801-57434 |
CIK # | 0001418112 |
AUM | $103.1 BB (2023-03-30) |
Employees | 2,135 (42% Investors, 100% Brokers) |
Phone | 314-875-3000 |
Address | One North Jefferson Avenue St Louis, MO 63103 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 26.8 | |
AAPL | 2,382.8 | 22.1 | |
AMZN | 1,093.0 | 11.6 | |
NVDA | 399.6 | 10.5 | |
UNH | 477.0 | 8.6 | |
V | 419.3 | 7.9 | |
GOOGL | 1,475.1 | 7.2 | |
GOOG | 1,482.6 | 7.0 | |
JPM | 340.2 | 6.1 | |
MA | 309.6 | 5.7 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 118,982 | 25.8 |
(b) Individuals (high net worth individuals) | 97,873 | 68.8 |
(c) Banking or thrift institutions | 6 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 2,803 | 2.1 |
(h) Charitable organizations | 1,089 | 2.1 |
(i) State or municipal government entities | 151 | 0.2 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 4 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1,791 | 3.4 |
(n) Other | 6 | 0.0 |
Total | 222,705 | 102.5 |
By Discretionary | ||
Discretionary | 172,549 | 76.0 |
Non-Discretionary | 50,156 | 26.5 |
Total | 222,705 | 102.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 102.5 | |
Total | 222,705 | 102.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-NT | [0001418112] |
Related Firms | State | AUM ($BB) |
---|---|---|
Wells Fargo Clearing Services LLC
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|
MO | 524.9 |
Wells Fargo Advisors Financial Network LLC
✚
|
MO | 103.1 |
Wells Fargo Investment Institute Inc
✚
|
NC | 38.1 |
Wells Fargo Asset Management International LLC
✚
|
0.0 | |
Wells Fargo Bank NA
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|
0.0 | |
Wells Fargo Funds Management, LLC
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|
CA | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Payden & Rygel
✚
|
CA | 126.9 |
Global Retirement Partners LLC
✚
|
CA | 119.8 |
Insight North America LLC
✚
|
NY | 119.2 |
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 94.6 |
Putnam Investment Management LLC
✚
|
MA | 91.2 |
Income Research & Management
✚
|
MA | 89.0 |
NFP Retirement Inc
✚
|
CA | 75.0 |
Icici Prudential Asset Management Company Limited
✚
|
66.4 | |
Charles Schwab Investment Advisory Inc
✚
|
CA | 66.1 |
NEPC LLC
✚
|
MA | 63.6 |