Wells Fargo Wealth & Investment Management

One of the country’s leading providers of financial and investment services. Through an array of products, services, and specialists, we ask the questions and spark the conversations that help uncover the ever-changing complexities and values that impact the story of your wealth.

• Over 3M households
• $2.3 trillion in client assets¹
• Locations across all 50 states in the U.S. to meet clients where they are

Community giving

We’re positively impacting communities, addressing complex societal issues, and helping build a more inclusive, sustainable future through philanthropic giving, employee volunteer hours, and the support of nonprofit organizations.

Sustainability

It’s of vital importance to support our businesses, customers, and communities’ transition to a resilient, equitable, and sustainable future.

<sup>1. Data above as of December 31, 2024. Total Wealth &Investment Management client assets represent assets held in Wells Fargo Advisors and Wells Fargo Bank. Assets include deposits.

Wells Fargo Wealth & Investment Management offers financial products and services through affiliates of Wells Fargo & Company.</sup>