|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wells Fargo Clearing Services LLC
✚
|
|
|---|---|
| CRD # | 19616 |
| SEC # | 801-37967 |
| CIK # | 0001417544 |
| AUM | $606.0 B (2025-07-30) |
| Employees | 19,017 (44% Investors, 100% Brokers) |
| Phone | 314-875-3000 |
| Address | One North Jefferson Avenue St Louis, MO 63103-2205 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001417544 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 7.2 | ||
| Nvidia Corp | 3.9 | ||
| Amazon Com Inc | 3.3 | ||
| VISA Inc | 2.9 | ||
| Intuit Inc | 2.5 | ||
| Mastercard Inc | 2.0 | ||
| Apple Inc | 1.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.7 | ||
| Marvell Technology Inc | 1.6 | ||
| Facebook Inc | 1.5 | ||
| Alphabet Inc | 1.5 | ||
| General Electric Co | 1.4 | ||
| KKR & Co LP | 1.3 | ||
| Progressive Corp/Oh/ | 1.2 | ||
| Schwab Charles Corp | 1.2 | ||
| ServiceNow Inc | 1.1 | ||
| Uber Technologies Inc | 1.1 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| Autodesk Inc | 0.9 | ||
| Intuitive Surgical Inc | 0.9 | ||
| Gallagher Arthur J & Co | 0.8 | ||
| Datadog Inc | 0.8 | ||
| Danaher Corp /DE/ | 0.8 | ||
| Carrier Global Corp | 0.8 | ||
| Zoetis Inc | 0.8 | ||
| KLA Tencor Corp | 0.7 | ||
| Workday Inc | 0.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 675,718 | 121.6 |
| (b) Individuals (high net worth individuals) | 625,042 | 434.1 |
| (c) Banking or thrift institutions | 10 | 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 | 10,007 | 8.6 |
| (h) Charitable organizations | 5,836 | 13.6 |
| (i) State or municipal government entities | 87 | 0.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 29 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10,836 | 26.9 |
| (n) Other | 130 | 0.1 |
| Total | 1,327,695 | 606.0 |
| By Discretionary | ||
| Discretionary | 987,479 | 425.4 |
| Non-Discretionary | 340,216 | 180.7 |
| Total | 1,327,695 | 606.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 606.0 | |
| Total | 1,327,695 | 606.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001417544] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Wells Fargo Clearing Services LLC
✚
|
MO | 606.0 |
|
Wells Fargo Advisors Financial Network LLC
✚
|
MO | 197.4 |
|
Wells Fargo Investment Institute Inc
✚
|
NC | 40.8 |
|
Wells Fargo Asset Management International LLC
✚
|
0.0 | |
|
Wells Fargo Bank NA
✚
|
0.0 | |
|
Wells Fargo Funds Management, LLC
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Managed Account Advisors LLC
✚
|
NJ | 829.7 |
|
Edward D Jones & Co LP
✚
|
MO | 825.0 |
|
Vanguard Asset Management Limited
✚
|
483.0 | |
|
US Bancorp Asset Management Inc
✚
|
MN | 402.8 |
|
Dodge & Cox
✚
|
CA | 400.3 |
|
NISA Investment Advisors LLC
✚
|
MO | 315.3 |
|
Vanguard Advisers Inc
✚
|
PA | 300.4 |
|
Fisher Asset Management LLC
✚
|
TX | 298.7 |
|
TRowe Price Investment Management Inc
✚
|
MD | 207.1 |
|
John Hancock Investment Management LLC
✚
|
MA | 202.2 |