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Private Wealth

Dedicated to your vision

Private Wealth clients receive specialized boutique-style services, backed by one of the world’s largest financial institutions.1

The process puts you at the center, along with your advisor who knows you best. Experienced specialists can work directly with your advisor, tailoring services and strategies for your needs — from customizing credit solutions to advising on philanthropic plans.

Enjoy dedicated 24/7 phone support from the Private Wealth Service team — no matter where business or leisure takes you — along with fraud monitoring and multi-layered account protection. Cybersecurity services are also available through the Cyber Client Advisory team, including proactive services and educational resources to help guard your family’s wealth, privacy, and online safety.

Strength plus service

Your advisor can hand-pick experienced professionals bringing a depth of experience across a comprehensive suite of services, seamlessly integrated to support your unique goals.

Building and managing wealth

Access a full range of wealth management, business banking, and investment services — customized for you and your business with a thoughtful process of understanding, planning, proposing, implementing, and revisiting.

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Local expertise, national reach

Clients can benefit from advisor connections to local expertise in select markets, supported by a national network of specialists and access to lending professionals, portfolio managers, and fiduciary and wealth strategists.

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Private Wealth insights

Visit Wells Fargo Conversations for exclusive insights curated for Private Wealth clients.

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Access in-depth investment research and market commentary from Wells Fargo Investment Institute.

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Wells Fargo & Company — strength in numbers

One of the world's largest public companies.2

$2.5 trillion

in client assets3

$28 billion

in philanthropic assets managed4

170 years

of banking services

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Private Wealth overview

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Who we serve

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Our solutions

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Your Private Wealth opportunity starts here — let’s have a conversation

  1. 1. The World’s 100 Largest Banks for 2025, S&P Global.
  2. 2. Wells Fargo & Company (parent company of Wells Fargo Bank, N.A.) is ranked 16 on Forbes’ Global 2000 list of the largest public companies in the world, June 12, 2025.
  3. 3. Including deposits, as of January 14, 2026. Total Wealth & Investment Management client assets represent assets held in Wells Fargo Advisors and Wells Fargo Bank.
  4. 4. Wells Fargo Philanthropic Services, as of December 31, 2025.

*Commercial Banking products and services are provided by Wells Fargo Bank, N.A. and its subsidiaries and affiliates. Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company, is not liable or responsible for obligations of its affiliates. Deposits held in non-U.S. branches are not FDIC insured. Products and services require credit approval.

**Wells Fargo Corporate & Investment Banking (CIB) and Wells Fargo Securities (WFS) are the trade names used for the corporate banking, capital markets, and investment banking services of Wells Fargo & Company and its subsidiaries, including but not limited to Wells Fargo Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, Wells Fargo Prime Services, LLC, member of FINRA, NFA and SIPC, and Wells Fargo Bank, N.A., member NFA and swap dealer registered with the CFTC and security-based swap dealer registered with the SEC, member FDIC. Wells Fargo Securities, LLC and Wells Fargo Prime Services, LLC, are distinct entities from affiliated banks and thrifts.

Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

Deposit products provided by Wells Fargo Bank, N.A., Member FDIC. Deposit insurance only protects against the failure of an insured depository institution and is subject to FDIC rules, including pass-through coverage which requires certain conditions to be satisfied.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.