Wells Fargo Advisors Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 1878

Year Founded

  • Professionals
  • 8,623

Professionals

  • AUM

  • Commitments
  • 18

Wells Fargo Advisors General Information

Description

Wells Fargo Advisors is an investment advisory firm based in Saint Louis, Missouri. Established in 1879, the firm provides institutional brokerage, asset management, and estate planning services. It operates as a subsidiary of Wells Fargo. The assets of the firm are managed by the executive management team. The firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.wellsfargoadvisors.com
Formerly Known As
Wachovia Securities
Year Founded
1878
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Managing Director
Email
da
Phone
+1 (917)
Corporate Office
  • One North Jefferson Avenue
  • Saint Louis, MO 63103
  • United States
+1 (877)

Wells Fargo Advisors Commitments (18)

Wells Fargo Advisors's most recent commitment was from , managed by FFL Partners. The commitment was made on .

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
FFL Partners San Francisco, CA 2004
Catterton Partners Greenwich, CT 2004
Galen Partners Stamford, CT 2003
Globespan Capital Partners Boston, MA 2002
Wind Point Partners Chicago, IL 2002
You’re viewing 5 of 18 commitments. Get the full list »

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Wells Fargo Advisors Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Wells Fargo Advisors Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Wells Fargo Advisors Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Lelekis Ellis Kilczewski Private Wealth Management Group of Raymond James St. Petersburg, FL

Wells Fargo Advisors FAQs

  • When was Wells Fargo Advisors founded?

    Wells Fargo Advisors was founded in 1878.

  • Where is Wells Fargo Advisors headquartered?

    Wells Fargo Advisors is headquartered in Saint Louis, MO.

  • How many Assets Under Management (AUM) does Wells Fargo Advisors have?

    Wells Fargo Advisors has in assets under management.

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