WELLS FARGO INVESTMENT INSTITUTE, INC.

Charlotte, NC · CIK 1467728 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2005 · corporation

Assets managed$43.0bn
Staff225 · 143 in investment roles
Main clients (by assets)High net worth individuals 81%, Companies 6%
Form ADV · 2026-03-23SEC adviser record

Kindwealth
Others nearbySaint Louis, MO, Charlotte, NC, San Francisco, CA, Palo Alto, CA, Tarpon Springs, FL, Houston, TX
FamilyWELLS FARGO & COMPANY/MN · 8 related pages · largest: WELLS FARGO & COMPANY/MN

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Charlotte, NC (main office)United States	United States	about 44
Saint Louis, MOUnited States	United States	87
Minneapolis, MNUnited States	United States	12

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.