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| Wells Fargo Clearing Services LLC
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|---|---|
| CRD # | 19616 |
| SEC # | 801-37967 |
| CIK # | 0001417544 |
| AUM | $524.9 BB (2023-03-30) |
| Employees | 21,510 (40% Investors, 100% Brokers) |
| Phone | 314-875-3000 |
| Address | One North Jefferson Avenue St Louis, MO 63103-2205 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001417544 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 26.8 | |
| Apple Inc | 2,382.8 | 22.1 | |
| Amazon Com Inc | 1,093.0 | 11.6 | |
| Nvidia Corp | 399.6 | 10.5 | |
| UnitedHealth Group Inc | 477.0 | 8.6 | |
| VISA Inc | 419.3 | 7.9 | |
| Alphabet Inc | 1,475.1 | 7.2 | |
| Alphabet Inc | 1,482.6 | 7.0 | |
| J P Morgan Chase & Co | 340.2 | 6.1 | |
| Mastercard Inc | 309.6 | 5.7 | |
| Cisco Systems Inc | 178.3 | 5.7 | |
| Tesla Motors Inc | 723.4 | 5.7 | |
| Broadcom Inc | 201.3 | 5.4 | |
| Costco Wholesale Corp /NEW | 207.6 | 5.3 | |
| Lilly Eli & Co | 301.8 | 5.2 | |
| Chevron Corp | 294.6 | 5.1 | |
| Home Depot Inc | 277.6 | 4.9 | |
| Johnson & Johnson | 465.6 | 4.9 | |
| PepsiCo Inc | 226.8 | 4.6 | |
| Procter & Gamble Co | 338.1 | 4.6 | |
| Merck & Co Inc | 232.4 | 4.4 | |
| AbbVie Inc | 269.5 | 4.4 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 798,405 | 156.1 |
| (b) Individuals (high net worth individuals) | 645,176 | 436.7 |
| (c) Banking or thrift institutions | 15 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13,785 | 11.3 |
| (h) Charitable organizations | 6,968 | 15.1 |
| (i) State or municipal government entities | 145 | 1.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 37 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12,956 | 26.6 |
| (n) Other | 173 | 0.4 |
| Total | 1,477,661 | 647.8 |
| By Discretionary | ||
| Discretionary | 1,125,241 | 452.0 |
| Non-Discretionary | 352,420 | 195.8 |
| Total | 1,477,661 | 647.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 647.7 | |
| Total | 1,477,661 | 647.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001417544] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Wells Fargo Clearing Services LLC
✚
|
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
✚
|
0.0 | |
|
Wells Fargo Funds Management, LLC
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Charles Schwab Investment Management Inc
✚
|
CA | 782.6 |
|
Edward D Jones & Co LP
✚
|
MO | 593.1 |
|
Managed Account Advisors LLC
✚
|
NJ | 576.3 |
|
Dodge & Cox
✚
|
CA | 322.9 |
|
Vanguard Advisers Inc
✚
|
PA | 299.2 |
|
Lord Abbett & Co LLC
✚
|
NJ | 211.2 |
|
John Hancock Investment Management LLC
✚
|
MA | 181.8 |
|
Fisher Asset Management LLC
✚
|
TX | 173.4 |
|
Schroder Investment Management North America Inc
✚
|
NY | 171.3 |
|
TRowe Price Investment Management Inc
✚
|
MD | 165.5 |