Wells Fargo Private Bank

Financial ServicesCalifornia, United States501-1000 Employees

Wealth that endures. Guidance that transcends.

As experienced providers of wealth management services, Wells Fargo Wealth & Investment Management (WIM) combines deep experience with a broad range of resources to help clients achieve their financial goals.

For qualifying WIM clients, Private Wealth offered through Wells Fargo Bank, N.A., provides a boutique experience tailored for high-net-worth and ultra-high-net-worth individuals, families, and institutions. This specialized offering delivers highly personalized strategies powered by national resources, local expertise, and dedicated in-house specialists.

Your relationship manager orchestrates access to exclusive services and objective guidance designed to create meaningful outcomes—from shaping legacies and driving philanthropy to managing complex assets and financing unique opportunities. Personal and business finances are integrated to reflect your full financial life. 

Bank products and services are available through Wells Fargo Bank, N.A.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Private Wealth is an exclusive and personalized service and product offering for qualifying clients of Wealth & Investment Management (WIM). WIM offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company.

Investment and Insurance Products are:
•	Not insured by the FDIC or Any Federal Government Agency
•	Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
•	Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested 
Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. 

© 2026 Wells Fargo PM-06232

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