April 19, 2018 7:43 PM ET

Capital Markets

Company Overview of Wells Fargo Private Bank

Company Overview

Wells Fargo Private Bank offers financial planning and private banking services. It provides credit, investment management, trust and estate, business succession planning, and elder and charitable planning services. Additionally, the company offers retirement and cash flow planning, company benefits and equity compensation analysis, risk analysis and insurance planning, investment planning and asset allocation, education funding analysis, estate and gift planning, corporate executive planning, and business advisory services. It also provides life insurance premium financing, interest rate management, residential financing, commercial real estate lending, wealth protection, liquidity creation...

420 Montgomery Street

San Francisco, CA 94104

United States



Key Executives for Wells Fargo Private Bank

Head of Wells Fargo Wealth, Brokerage and Retirement
Age: 59
Regional Managing Director of New Jersey
Regional Chief Investment Officer for Northeast Region
Head of Specialized Wealth Services
Compensation as of Fiscal Year 2017.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States
1650 Wealth Management, LLC United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
The Advertising Council, Inc. United States
Tax Management Inc United States
John F. Kennedy Center For The Performing Arts United States
NYC2012, Inc. United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Wells Fargo Private Bank, please visit www.wellsfargo.com/theprivatebank. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.