Wells Fargo Funds Management, LLC

Wells Fargo Funds Management, LLC (CRD# 110841) is a financial advisory firm headquartered in San Francisco, CA. They manage $244,810,227,077 in 3,641 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    244,810
    MILLION
  • Total Number of Accounts
    3,641
    ACCOUNTS
  • Average Account Value
    $67,237,085
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Wells Fargo Funds Management, LLC
Showing 1 - 10 of 64 top financial advisors.
1
Margaret R. Bavaro
CRD#: 1627006
525 Market Street, 12th Fl., San Francisco, CA 94105
93
Wealthminder
score

Margaret Bavaro (CRD# 1627006) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in San Francisco, CA and has over 28 years of experience in the finance industry.

2
Richard J. Cartledge
CRD#: 2763878
100 Heritage Reserve, Menomonee Falls, WI 53051
93
Wealthminder
score

Richard Cartledge (CRD# 2763878) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Menomonee Falls, WI and has over 17 years of experience in the finance industry.

3
Jason T. Clarke
CRD#: 4703079
505 Carr Rd, 3rd Floor, Wilmington, DE 19809
93
Wealthminder
score

Jason Clarke (CRD# 4703079) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Wilmington, DE and has over 11 years of experience in the finance industry.

4
Michael J. Cohen
CRD#: 4048155
100 Heritage Reserve, Menomonee Falls, WI 53051
93
Wealthminder
score

Michael Cohen (CRD# 4048155) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Menomonee Falls, WI and has over 16 years of experience in the finance industry.

5
Ronald A. Cohen
CRD#: 2340810
200 Berekeley St 18th Fl, Boston, MA 02116
93
Wealthminder
score

Ronald Cohen (CRD# 2340810) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Boston, MA and has over 23 years of experience in the finance industry.

6
Todd L. Crawley
CRD#: 2364806
525 Market Street, 12th Fl., San Francisco, CA 94105
93
Wealthminder
score

Todd Crawley (CRD# 2364806) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

7
Timothy F. Curtin
CRD#: 1618369
525 Market Street, 12th Fl., San Francisco, CA 94105
93
Wealthminder
score

Timothy Curtin (CRD# 1618369) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in San Francisco, CA and has over 24 years of experience in the finance industry.

8
Jessica E. Dahill
CRD#: 2116238
525 Market Street, 12th Fl., San Francisco, CA 94105
93
Wealthminder
score

Jessica Dahill (CRD# 2116238) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in San Francisco, CA and has over 25 years of experience in the finance industry.

9
Camden A. Devericks
CRD#: 4097650
525 Market Street, 12th Fl., San Francisco, CA 94105
93
Wealthminder
score

Camden Devericks (CRD# 4097650) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.

10
Richard H. Drew
CRD#: 3136263
200 Berkeley St 19th Floor, Boston, MA 02116
93
Wealthminder
score

Richard Drew (CRD# 3136263) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Boston, MA and has over 18 years of experience in the finance industry.

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