· 2022–2024 · DOL EFAST2
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WELLS FARGO ADVISORS WBS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
152
Total plan assets
$3.5M
Filings (rows)
1
Direct comp
$32K
Indirect comp
$0
Other variants under "WELLS FARGO"
WELLS FARGO ADVISORS
1,359
WELLS FARGO CLEARING SERVICES
824
WELLS FARGO
408
WELLS FARGO BANK N A
166
WELLS FARGO ADVISORS INS AGENCY
127
WELLS FARGO BANK
127
WELLS FARGO ADVISORS FINANCIAL NETW
117
WELLS FARGO ADVISORS FIN NETWORK
SERVICES PROVIDED
Advisor / Consultant
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
PSYCHIATRIC STAFFING, LLC
PSYCHIATRIC STAFFING, LLC 401(K) PLAN
MONTGOMERY, AL
Advisor / Consultant
FINANCIAL ADVISOR
152
$3.5M
$32K
108
WELLS FARGO ADVISORS FIN NETWORK LL
77
WELLS FARGO BANK NA
69
WELLS FARGO FUNDS TRUST
50
WELLS FARGO CLEARING SVCS WF ADVS
47
WELLS FARGO ADVISORS FINANCIAL
31
WELLS FARGO FUNDS
20
WELLS FARGO SECURITIES
17
WELLS FARGO N A
16
WELLS FARGO CLEARING SRVS
10
WELLS FARGO ADVISORS PCG
10
WELLS FARGO NA
7
WELLS FARGO BANK MINNESOTA NA
7
WELLS FARGO &
6
WELLS FARGO ADVISORS FIN NET
5
WELLS FARGO ADVISORS FIN
5
WELLS FARGO FINANCIAL ADVISORS
5
WELLS FARGO ADVISORS FINANCIAL ADVI
5
WELLS FARGO CLEARING SVCS
4
WELLS FARGO ADVISORS FINET
4
WELLS FARGO ADVISOR
4
WELLS FARGO ASSET MANAGEMENT
4
WELLS FARGO FUNDS MANAGEMENT
4
WELLS FARGO FINANCIAL NETWORK
4
WELLS FARGO ADVISORS FINANCIAL NET
3
WELLS FARGO ADVISORS FINAN
3
WELLS FARGO CLEARING SRVS PCG
3
WELLS FARGO NATIONAL ASSOCIATION
3
WELLS FARGO WEALTH BROKERAGE
3
WELLS FARGO FUND MANAGEMENT
3
WELLS FARGO ADVISORS FIN BILLING
3
WELLS FARGO CLEARING SVCES WF ADVS
3
WELLS FARGO COMMUNITY BANKING
3
WELLS FARGO ADVSRS INS AGY
3
WELLS FARGO/CAPITAL
3
WELLS FARGO WEALTH BROKERAGE INS AG
3
WELLS FARGO FIRST CLEARING
3
WELLS FARGO ADVOSORS
2
WELLS FARGO ADVISORS FIN NET FINET
2
WELLS FARGO INSURANCE SERVICES
2
WELLS FARGO INVESTERS
2
WELLS FARGO GALLIARD
2
WELLS FARGO INST RETIREMENT & TRUST
2
WELLS FARGO ADVISORS WBS — Form 5500 Service Provider Profile | Form 5500 Search
