Wealth Management Firms

Wells Fargo Private Bank

Company Website

4475 Executive Dr.
San Diego, CA 92121

Company Est.:

Sourcebook Data

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Wells Fargo Private Bank

Assets managed in 2012 (figures in millions)

$10,500

Number of local portfolio managers or investment advisers

87

Services offered

Wealth planning, private banking solutions, investment management, insurance, trust services, specialized wealth solutions for complex wealth and asset management needs including business advisory services, philanthropic services, elder services, etc.

Executives

Laura Stansberry

  • Regional Managing Director

Marc Doss

  • Regional Chief Investment Officer