Wells Fargo Advisors, LLC
24 more advisory clients, 1 more other client, 71 more Schedule C rows and 4 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients
- Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, Afl-Cio Investment adviser (plan)through Dec 31, 2025 Form 5500
- Scrub Daddy, Inc. Cash Balance Plan Investment adviser (plan)through Dec 31, 2025 Form 5500
- Grand Lodge of Masons Or Masonic Home, Inc. Defined Benefit Plan Investment adviser (plan)through Mar 6, 2025 Form 5500
+24 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Other roles
- M & M Asphalt Maintenance, Inc. Pension Plan Custodianthrough Dec 31, 2022
- Utah Pipe Trades Pension Trust Fund Custodianthrough Dec 31, 2022
- Pfeiffer Vacuum, Inc. Pension Plan Trusteethrough Dec 31, 2022
+1 more client
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, Afl-Cio | 2025 | 27 51 | INVESTMENT ADVISOR | $43,000 |
| Scrub Daddy, Inc. Cash Balance Plan | 2025 | 27 | INVESTMENT ADVISORY | |
| Hrsa-Ila Pension Plan | 2024 | 16 27 33 | NONE | $807,287 |
+71 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferenceContinental Cement Company, LLC Pension Plan B for Union EmployeesWells Fargo Advisors LLC no longer appears on Continental Cement Company, LLC Pension Plan B for Union Employees's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Wells Fargo Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCommunity Action Agency of South Alabama Defined Benefit Pension PlanWells Fargo Clearing Svcs (wf Advs) no longer appears on Community Action Agency of South Alabama Defined Benefit Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Wells Fargo Advisors, LLCaskebsa.dol.gov
- Wells Fargo Bank no longer appears on Laborers Local 91 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Wells Fargo Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceGrand Lodge of Masons Or Masonic Home, Inc. Defined Benefit PlanWells Fargo Clearing Services LLC appears on Grand Lodge of Masons Or Masonic Home, Inc. Defined Benefit Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Wells Fargo Advisors, LLCaskebsa.dol.gov
- Wells Fargo Advisors appears on Front Porch Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Wells Fargo Advisors, LLCaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.