WELLS FARGO INVESTMENT INSTITUTE, INC.
CRD #133204 SEC #801-64191 CHARLOTTE, NC 314-354-5814
SEC Registered
Total AUM
$40.8B
Discretionary
$40.8B
Employees
233
Clients
--
Accounts
14,594
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $40.8B | $40.8B | $0 | 233 | 3 |
| Jul 2025 | $40.8B | $40.8B | $0 | 233 | 3 |
| Mar 2025 | $40.8B | $40.8B | $0 | 233 | 3 |
| Feb 2025 | $44B | $44B | $0 | 251 | 3 |
| Apr 2024 | $44B | $44B | $0 | 251 | 3 |
| Mar 2024 | $43.6B | $43.6B | $0 | 251 | 3 |
| Nov 2023 | $38.1B | $38.1B | $0 | 264 | 3 |
| Nov 2023 | $38.1B | $38.1B | $0 | 264 | 3 |
| Oct 2023 | $38.1B | $38.1B | $0 | 264 | 3 |
| Oct 2023 | $38.1B | $38.1B | $0 | 264 | 3 |
| Sep 2023 | $38.1B | $38.1B | $0 | 264 | 3 |
| Jun 2023 | $38.1B | $38.1B | $0 | 264 | 3 |
| May 2023 | $38.1B | $38.1B | $0 | 264 | 3 |
| Mar 2023 | $38.1B | $38.1B | $0 | 264 | 3 |
| Jan 2023 | $51.2B | $51.2B | $0 | 212 | 2 |
| Nov 2022 | $51.2B | $51.2B | $0 | 212 | 2 |
| Jun 2022 | $51.2B | $51.2B | $0 | 212 | 2 |
| Mar 2022 | $51.2B | $51.2B | $0 | 212 | 2 |
| Jan 2022 | $51.2B | $51.2B | $0 | 143 | 2 |
| Jan 2022 | $51.2B | $51.2B | $0 | 143 | 2 |
| Dec 2021 | $5.9B | $5.9B | $0 | 143 | 2 |
| Nov 2021 | $5.9B | $5.9B | $0 | 143 | 2 |
| Sep 2021 | $5.9B | $5.9B | $0 | 143 | 2 |
| Jul 2021 | $5.9B | $5.9B | $0 | 143 | 2 |
| May 2021 | $5.9B | $5.9B | $0 | 143 | 2 |
| Apr 2021 | $5.9B | $5.9B | $0 | 143 | 2 |
| Mar 2021 | $5.9B | $5.9B | $0 | 143 | 2 |
| Jan 2021 | $6.3B | $6.3B | $0 | 164 | 2 |
| Oct 2020 | $6.3B | $6.3B | $0 | 164 | 2 |
| Aug 2020 | $6.3B | $6.3B | $0 | 164 | 2 |
| Jul 2020 | $6.3B | $6.3B | $0 | 164 | 2 |
| Jul 2020 | $6.3B | $6.3B | $0 | 164 | 2 |
| Mar 2020 | $6.3B | $6.3B | $0 | 164 | 2 |
| Feb 2020 | $5.9B | $5.9B | $0 | 188 | 2 |
| Dec 2019 | $5.9B | $5.9B | $0 | 188 | 2 |
| Nov 2019 | $5.9B | $5.9B | $0 | 188 | 2 |
| Oct 2019 | $5.9B | $5.9B | $0 | 188 | 2 |
| Jul 2019 | $5.9B | $5.9B | $0 | 188 | 2 |
| Apr 2019 | $5.9B | $5.9B | $0 | 188 | 2 |
| Mar 2019 | $5.9B | $5.9B | $0 | 188 | 2 |
| Jan 2019 | $6.4B | $6.4B | $0 | 189 | 2 |
| Jan 2019 | $6.4B | $6.4B | $0 | 189 | 2 |
| Dec 2018 | $6.4B | $6.4B | $0 | 189 | 2 |
| Aug 2018 | $6.4B | $6.4B | $0 | 189 | 2 |
| Jul 2018 | $6.4B | $6.4B | $0 | 189 | 2 |
| May 2018 | $6.4B | $6.4B | $0 | 189 | 2 |
| Apr 2018 | $6.4B | $6.4B | $0 | 189 | 2 |
| Dec 2017 | $3.9B | $3.9B | $0 | 159 | 2 |
| Sep 2017 | $3.9B | $3.9B | $0 | 159 | 1,800 |
| Jul 2017 | $3.9B | $3.9B | $0 | 159 | 1,800 |
| Jul 2017 | $3.9B | $3.9B | $0 | 159 | 1,800 |
| Apr 2017 | $3.9B | $3.9B | $0 | 159 | 1,800 |
| Apr 2017 | $3.9B | $3.9B | $0 | 159 | 1,800 |
| Mar 2017 | $3.9B | $3.9B | $0 | 159 | 1,800 |
| Oct 2016 | $3.4B | $3.4B | $0 | 101 | 1,500 |
| Aug 2016 | $3.4B | $3.4B | $0 | 101 | 1,500 |
| Jul 2016 | $3.4B | $3.4B | $0 | 101 | 1,500 |
| Jul 2016 | $3.4B | $3.4B | $0 | 101 | 1,500 |
| Jun 2016 | $3.4B | $3.4B | $0 | 101 | 1,500 |
| Apr 2016 | $3.4B | $3.4B | $0 | 101 | 1,500 |
| Mar 2016 | $3.4B | $3.4B | $0 | 101 | 1,500 |
| Jan 2016 | $4B | $4B | $0 | 102 | 1,400 |
| Jul 2015 | $4B | $4B | $0 | 102 | 1,400 |
| Jul 2015 | $4B | $4B | $0 | 102 | 1,400 |
| Jun 2015 | $4B | $4B | $0 | 102 | 1,400 |
| Apr 2015 | $4B | $4B | $0 | 102 | 1,400 |
| Mar 2015 | $4B | $4B | $0 | 102 | 1,400 |
| Nov 2014 | $3.7B | $3.7B | $0 | 40 | 26 |
| Nov 2014 | $3.7B | $3.7B | $0 | 40 | 26 |
| Sep 2014 | $3.7B | $3.7B | $0 | 40 | 26 |
| May 2014 | $3.7B | $3.7B | $0 | 40 | 26 |
| Mar 2014 | $3.7B | $3.7B | $0 | 40 | 26 |
| Nov 2013 | $3.3B | $3.3B | $0 | 41 | 26 |
| Apr 2013 | $3.3B | $3.3B | $0 | 41 | 26 |
| Oct 2012 | $2.8B | $2.8B | $0 | 11 | 26 |
| Apr 2012 | $2.8B | $2.8B | $0 | 11 | 26 |
| Mar 2012 | $2.8B | $2.8B | $0 | 11 | 26 |
| Aug 2011 | $2.3B | $2.3B | $0 | -- | -- |
| Aug 2011 | $2.3B | $2.3B | $0 | -- | -- |
| Aug 2011 | $2.3B | $2.3B | $0 | -- | -- |
| Mar 2011 | $2.3B | $2.3B | $0 | -- | -- |
| Apr 2010 | $1.9B | $1.9B | $0 | -- | -- |
| Mar 2009 | $2.1B | $2.1B | $0 | -- | -- |
| Mar 2008 | $2.3B | $2.3B | $0 | -- | -- |
| Mar 2007 | $1.7B | $1.7B | $0 | -- | -- |
| Dec 2005 | $1.2B | $1.2B | $0 | -- | -- |
| Sep 2005 | $1.2B | $1.2B | $0 | -- | -- |
DateNov 2025
Total AUM$40.8B
Discretionary$40.8B
Non-Disc.$0
Employees233
Clients3
DateJul 2025
Total AUM$40.8B
Discretionary$40.8B
Non-Disc.$0
Employees233
Clients3
DateMar 2025
Total AUM$40.8B
Discretionary$40.8B
Non-Disc.$0
Employees233
Clients3
DateFeb 2025
Total AUM$44B
Discretionary$44B
Non-Disc.$0
Employees251
Clients3
DateApr 2024
Total AUM$44B
Discretionary$44B
Non-Disc.$0
Employees251
Clients3
DateMar 2024
Total AUM$43.6B
Discretionary$43.6B
Non-Disc.$0
Employees251
Clients3
DateNov 2023
Total AUM$38.1B
Discretionary$38.1B
Non-Disc.$0
Employees264
Clients3
DateNov 2023
Total AUM$38.1B
Discretionary$38.1B
Non-Disc.$0
Employees264
Clients3
DateOct 2023
Total AUM$38.1B
Discretionary$38.1B
Non-Disc.$0
Employees264
Clients3
DateOct 2023
Total AUM$38.1B
Discretionary$38.1B
Non-Disc.$0
Employees264
Clients3
DateSep 2023
Total AUM$38.1B
Discretionary$38.1B
Non-Disc.$0
Employees264
Clients3
DateJun 2023
Total AUM$38.1B
Discretionary$38.1B
Non-Disc.$0
Employees264
Clients3
DateMay 2023
Total AUM$38.1B
Discretionary$38.1B
Non-Disc.$0
Employees264
Clients3
DateMar 2023
Total AUM$38.1B
Discretionary$38.1B
Non-Disc.$0
Employees264
Clients3
DateJan 2023
Total AUM$51.2B
Discretionary$51.2B
Non-Disc.$0
Employees212
Clients2
DateNov 2022
Total AUM$51.2B
Discretionary$51.2B
Non-Disc.$0
Employees212
Clients2
DateJun 2022
Total AUM$51.2B
Discretionary$51.2B
Non-Disc.$0
Employees212
Clients2
DateMar 2022
Total AUM$51.2B
Discretionary$51.2B
Non-Disc.$0
Employees212
Clients2
DateJan 2022
Total AUM$51.2B
Discretionary$51.2B
Non-Disc.$0
Employees143
Clients2
DateJan 2022
Total AUM$51.2B
Discretionary$51.2B
Non-Disc.$0
Employees143
Clients2
DateDec 2021
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees143
Clients2
DateNov 2021
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees143
Clients2
DateSep 2021
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees143
Clients2
DateJul 2021
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees143
Clients2
DateMay 2021
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees143
Clients2
DateApr 2021
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees143
Clients2
DateMar 2021
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees143
Clients2
DateJan 2021
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees164
Clients2
DateOct 2020
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees164
Clients2
DateAug 2020
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees164
Clients2
DateJul 2020
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees164
Clients2
DateJul 2020
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees164
Clients2
DateMar 2020
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees164
Clients2
DateFeb 2020
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees188
Clients2
DateDec 2019
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees188
Clients2
DateNov 2019
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees188
Clients2
DateOct 2019
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees188
Clients2
DateJul 2019
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees188
Clients2
DateApr 2019
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees188
Clients2
DateMar 2019
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees188
Clients2
DateJan 2019
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees189
Clients2
DateJan 2019
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees189
Clients2
DateDec 2018
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees189
Clients2
DateAug 2018
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees189
Clients2
DateJul 2018
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees189
Clients2
DateMay 2018
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees189
Clients2
DateApr 2018
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees189
Clients2
DateDec 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees159
Clients2
DateSep 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees159
Clients1,800
DateJul 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees159
Clients1,800
DateJul 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees159
Clients1,800
DateApr 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees159
Clients1,800
DateApr 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees159
Clients1,800
DateMar 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees159
Clients1,800
DateOct 2016
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees101
Clients1,500
DateAug 2016
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees101
Clients1,500
DateJul 2016
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees101
Clients1,500
DateJul 2016
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees101
Clients1,500
DateJun 2016
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees101
Clients1,500
DateApr 2016
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees101
Clients1,500
DateMar 2016
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees101
Clients1,500
DateJan 2016
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees102
Clients1,400
DateJul 2015
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees102
Clients1,400
DateJul 2015
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees102
Clients1,400
DateJun 2015
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees102
Clients1,400
DateApr 2015
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees102
Clients1,400
DateMar 2015
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees102
Clients1,400
DateNov 2014
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees40
Clients26
DateNov 2014
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees40
Clients26
DateSep 2014
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees40
Clients26
DateMay 2014
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees40
Clients26
DateMar 2014
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees40
Clients26
DateNov 2013
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees41
Clients26
DateApr 2013
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees41
Clients26
DateOct 2012
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees11
Clients26
DateApr 2012
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees11
Clients26
DateAug 2011
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--