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).
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Total Assets Under Management234,415MILLION
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Total Number of Accounts7,447ACCOUNTS
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Average Account Value$31,477,779
- A percentage of assets under your management
- Performance-based fees
- 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)
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.