firm profile
Wells Fargo Investment Institute, Inc.
Overview
Wells Fargo Investment Institute, Inc. is an SEC registered investment adviser based in Charlotte, NC, registered since 2005. It reports $43B in assets under management across 12,213 accounts, with 225 employees. It has 51 investment adviser representatives.
- Reported AUM
- $43B
- Discretionary
- 100%
- Accounts
- 12,213
- Average account
- $3.5M
- Employees
- 225
- Advisory reps
- 51
- Registered since
- 2005
- Jurisdictions
- 53
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 7
- Darrell Lynn Cronk President, Chief Investment Officer, Director CRD 2498892
- Britta Perkio McCorduck Managing Director and Secretary CRD 5685868
- David M Williams Chief Compliance Officer CRD 2027711
4 more executive officers, with direct contact details
Advisory reps 3 of 51
- Jacob Bryan Anderson Investment Adviser Rep CRD 6160364
- Arsene Ble Investment Adviser Rep CRD 7449474
- Andrew Adams Bowling Investment Adviser Rep CRD 7356398
48 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 550 S Tryon St Fl 40
Charlotte, NC 28202 - County
- Mecklenburg
- Metro area
- Charlotte-Concord-Gastonia, NC-SC
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
Every state, with registration dates
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