Wells Fargo Funds Management, LLC

Wells Fargo Funds Management, LLC (CRD# 110841) is a financial advisory firm headquartered in San Francisco, CA. They manage $234,415,021,784 in 7,447 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    234,415
    MILLION
  • Total Number of Accounts
    7,447
    ACCOUNTS
  • Average Account Value
    $31,477,779
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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, WY

Financial Advisors at Wells Fargo Funds Management, LLC
Showing 1 - 10 of 99 top financial advisors.
1
Lidia G. Amodei
CRD#: 2285474
Yardley, PA

Lidia Amodei (CRD# 2285474) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Yardley, PA and has over 27 years of experience in the finance industry. Lidia Amodei has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Laura S. Armstrong
CRD#: 3271456
Wells Fargo Center, 999 3rd Ave, Floor 42, Seattle, WA 98104

Laura Armstrong (CRD# 3271456) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Seattle, WA and has over 21 years of experience in the finance industry.

3
Therese M. Beck
CRD#: 3080590
100 Heritage Reserve, Menomonee Falls, WI 53051

Therese Beck (CRD# 3080590) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Menomonee Falls, WI and has over 15 years of experience in the finance industry.

4
Rebecca I. Bench
CRD#: 4970290
505 Carr Road, 2nd Floor, Wilmington, DE 19809

Rebecca Bench (CRD# 4970290) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Wilmington, DE and has over 15 years of experience in the finance industry.

5
John P. Berg
CRD#: 5277735
100 Heritage Reserve, Menomonee Falls, WI 53051

John Berg (CRD# 5277735) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Menomonee Falls, WI and has over 14 years of experience in the finance industry.

6
Jonathan V. Blake
CRD#: 4142796
525 Market Street 12th Floor, San Francisco, CA 94105

Jonathan Blake (CRD# 4142796) 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
Adrienne Bogdanowicz
CRD#: 4665509
333 S. Grand Ave., Floor 8, Los Angeles, CA 90071

Adrienne Bogdanowicz (CRD# 4665509) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Los Angeles, CA and has over 17 years of experience in the finance industry. Adrienne Bogdanowicz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jeremy Bourgeois
CRD#: 5738763
125 High St, Floor 12, Boston, MA 02110

Jeremy Bourgeois (CRD# 5738763) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Boston, MA and has over 7 years of experience in the finance industry.

9
Brandon A. Brouillard
CRD#: 5517843
100 Heritage Reserve, Menomonee Falls, WI 53051

Brandon Brouillard (CRD# 5517843) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Menomonee Falls, WI and has over 12 years of experience in the finance industry.

10
Joseph Budagher
CRD#: 6126036
125 High Street, 12th Floor, Boston, MA 02110

Joseph Budagher (CRD# 6126036) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Boston, MA and has over 7 years of experience in the finance industry.

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