Wells Fargo Bank

unclassified
unclassified

1 more advisory client, 94 more other clients, 163 more Schedule C rows and 11 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape
4
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

4 allocators

+1 more advisory client

Every name, record and relationship behind this count, with the source on each.

Other roles

97 allocators

+94 more clients

Every name, record and relationship behind this count, with the source on each.

Schedule C rows

166 rows, $6.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Coats North America Pension Plan202419 28 50 51 63CUSTODIAN$87,717
California Ironworkers Field Pension Trust202421 50NONE$70,108
Gchi Retirement Plan202421 50 51NONE$59,178

+163 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

What changed

+11 more dated events

Every name, record and relationship behind this count, with the source on each.