WELLS FARGO

Company Profile

As of Date 01/30/2026
ADV Location United States, MO
Websites
AUM* 1,629,966,600,844 9%
of that, discretionary 1,400,275,771,410 9%
Private Fund GAV* 4,066,639,703 -49%
Avg Account Size 921,269 24%
High Net Worth 47.10% 3%
SMA’s Yes
Private Funds 23 5

Adviser Type

- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company

Number of Employees 24,504 -2%

of those in investment advisory functions 11,191 0%

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Recent News

Reported AUM

1,360B 1,165B 971B 777B 583B 388B 194B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name KPMG LLP Filing Date12/17/2025 Form ADV-E View Report
Accounting Firm Name KPMG LLP Filing Date01/24/2025 Form ADV-E View Report
Accounting Firm Name KPMG LLP Filing Date12/13/2023 Form ADV-E View Report
Accounting Firm Name KPMG LLP Filing Date12/11/2023 Form ADV-E View Report
Accounting Firm Name KPMG LLP Filing Date02/17/2023 Form ADV-E View Report

Private Funds Structure

SEC Fund Type Count GAV
SEC Fund TypeHedge Fund Count5 GAV$54,897,664
SEC Fund TypeOther Private Fund Count18 GAV$4,011,742,039

Related Companies

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