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WELLS FARGO INVESTMENT INSTITUTE, INC.
CRD 133204 · SEC 801-64191
550 SOUTH TRYON STREET, 40TH FLOOR, CHARLOTTE, NC, 28202, United States
Phone
314-354-5814
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$43.00B
Discretionary AUM
$43.00B
Team
225 total employees; 143 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 177 | $104.6M |
| High net worth individuals | 11004 | $34.70B |
| Banking/thrift institutions | 1 | $0 |
| Pension/profit sharing plans | 11 | $37.9M |
| Charitable organizations | 114 | $369.5M |
| State/municipal entities | 32 | $357.1M |
| Other investment advisers | 2 | $0 |
| Corporations/business entities | 127 | $2.67B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, 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
Official SEC filing: View on IAPD