FIRM PROFILE

WELLS FARGO CLEARING SERVICES, LLC

CRD 19616 · Source month: August 2026

Reported business facts

CRD number: 19616Reported in SEC monthly data
Legal name: WELLS FARGO CLEARING SERVICES, LLCReported in SEC monthly data
Regulatory assets under management: $671,421,842,699.00Reported in SEC monthly data
Employees: 18,895Reported in SEC monthly data
Employees performing advisory functions: 7,957Reported in SEC monthly data
Individual clients (other than high net worth): 644,097Reported in SEC monthly data
High net worth individual clients: 654,519Reported in SEC monthly data
Banking or thrift institution clients: 10Reported in SEC monthly data
Investment company clients: 0Reported in SEC monthly data
Business development company clients: 0Reported in SEC monthly data
Other pooled investment vehicle clients: 0Reported in SEC monthly data
Pension and profit-sharing plan clients: 9,346Reported in SEC monthly data
Charitable organization clients: 5,564Reported in SEC monthly data
State or municipal government clients: 64Reported in SEC monthly data
Other investment adviser clients: 0Reported in SEC monthly data
Insurance company clients: 23Reported in SEC monthly data
Sovereign wealth fund or foreign official clients: 0Reported in SEC monthly data
Corporation or other business clients: 10,435Reported in SEC monthly data
Other clients: 110Reported in SEC monthly data

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

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