Wells Fargo Private Bank / Wells Fargo Wealth & Investment Management

Wells Fargo Private Bank serves high-net-worth and ultra-high-net-worth individuals and families with a $1 million minimum investment threshold. The Private Bank operates within Wells Fargo Wealth & Investment Management (WIM), one of the largest wealth managers in the United States with approximately $2.2 trillion in total client assets. The Private Bank itself manages approximately $486 billion in assets under management. Founded in 1852 and headquartered in San Francisco, Wells Fargo has evolved into a comprehensive financial services provider with a nationwide network of financial advisors serving investors in all 50 states.

Under CEO Charlie Scharf's leadership since 2019, Wells Fargo has undergone significant transformation across its wealth management division. The Private Bank delivers an integrated experience combining banking, investment management, and wealth planning services. Wells Fargo Advisors Financial Network (FiNet), the firm's independent channel, represents the fastest-growing distribution channel in the wealth business—making Wells Fargo unique among wirehouses in offering advisors a path to independence while retaining access to the firm's full platform.

Advice & Planning

The Private Bank develops customized wealth strategies that address the full complexity of each client's financial life. Dedicated advisors work closely with clients to build, manage, preserve, and transition wealth across generations, integrating comprehensive planning with investment management and banking solutions.

• Comprehensive wealth planning and strategy development
• Tax planning and optimization strategies
• Estate planning and wealth transfer solutions
• Business succession planning for owners and entrepreneurs
• Retirement planning and income strategies

Investment & Asset Management

Wells Fargo's dedicated advisors and specialists offer extensive experience and strategies across traditional and alternative securities as well as specialty assets. The Wells Fargo Investment Institute provides timely research and market insights to help clients navigate markets and make informed decisions.

• Discretionary and non-discretionary portfolio management
• Traditional securities including equity and fixed income
• Alternative investments and specialty asset classes
• Wells Fargo Investment Institute research and market guidance
• Manager selection and due diligence

Private Banking & Lending

The Private Bank oversees a $174 billion deposit base and $80 billion in average loans. Banking services include customized deposit solutions and credit facilities tailored to the unique needs of high-net-worth clients, with lending options that leverage investment portfolios and other assets.

Trust & Fiduciary Services

As a leading provider of trust, investment, and fiduciary services, The Private Bank offers personal trust services and specialized wealth services designed to meet the diverse needs of high-net-worth clients. Services include family wealth and culture advisory, philanthropic planning, and business owner advisory services.