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WELLS FARGO ADVISORS

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD 11025 · SEC 801-57434

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ONE NORTH JEFFERSON AVENUE, MAIL CODE: H0004-05E, ST. LOUIS, MO, 63103-2205, United States

Phone

314-875-3000

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$252.25B

Discretionary AUM

$191.52B

Team

4047 total employees; 2366 advisory reps; 2990 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-06-03

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersINVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

Client types

TypeClientsAUM
Individuals221968$51.41B
High net worth individuals233869$183.04B
Banking/thrift institutions1$8.2M
Pension/profit sharing plans4364$3.39B
Charitable organizations2392$5.05B
State/municipal entities20$88.6M
Insurance companies7$4.2M
Corporations/business entities3954$9.26B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD