Wells Fargo & Company

From WikiCorporates
(Redirected from Wells Fargo Bank NA)
Jump to navigation Jump to search

Wells Fargo is an American banking and financial services holding company, operating through three segments:

  • Community Banking: offers checking and savings accounts, credit and debit cards, and automobile, student, mortgage, home equity, and small business loans;
  • Wholesale Banking: offers commercial loans and lines of credit, letters of credit, asset-based lending, equipment leasing, international trade facilities, trade financing, collection, foreign exchange, treasury management, merchant payment processing, institutional fixed-income sales, commodity and equity risk management, corporate trust fiduciary and agency, and investment banking services, as well as online/electronic products;
  • Wealth and Investment Management: offers financial planning, private banking, credit, investment management, and fiduciary services, as well as retirement and trust services.

Craft Machine Inc



Total float: 75.1%
Source: MarketScreener.svg, Mar.2020


Wells Fargo Bank NA

Wells Fargo Bank NA provides personalised wealth management solutions for high-net-worth individuals. Webpage

Wells Fargo Asset Management

Wells Fargo Asset Management is the trade name for various investment advisory/management firms owned by Wells Fargo & Company. These firms include Wells Capital Management Inc and Wells Fargo Funds Management LLC. Certain products managed by these entities are distributed by broker-dealer Wells Fargo Funds Distributor LLC. WellsFargoAssetManagement.com

Wells Fargo Advisors

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services LLC, Wells Fargo Advisors Financial Network LLC, and Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.ref Website
  • Wells Fargo Clearing Services LLC Wells Fargo Advisors[1] is a trade name used by Wells Fargo Clearing Services LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Wachovia SecuritiesArchive-org-sm.svg Wachovia Securities was renamed as Wells Fargo Advisors.ref link, link, Website
  • Prudential Securities link, link, link, link, ultimately owned by Wells Fargo.ref, ref

Wachovia Wealth Management

Wachovia Wealth Management WP, Website
  • OFFIT Investment Group


  • Oct.2008: #Wachovia, the 4th-largest bank holding company in the USA, was acquired by Wells Fargo.ref
  • 2000: National Bank of Alaska, Alaska's largest financial institution, was acquired by Wells Fargo, to give a presence in 23 states.link
  • 1998: Wells Fargo & Company merged with Minneapolis-based Norwest Corporation.


  • Evergreen Investments was the investment management business of Wachovia. The brand was merged into Wells Fargo Advantage Funds and subsequently phased out following Wells Fargo's acquisition of Wachovia. The brand was officially retired on July 20, 2010.


  •  ??: Is Offit Capital Advisors LLC a spin-off? See also Hall Capital Partners LLC, link
  • ?date?: Evergreen OFFIT Investment Group: after Evergreen Investments was acquired by Wachovia, the firm was again rebranded. ref, ref,ref
  • Sept.1999: OFFIT Investment Group: OFFITBank was acquired by Wachovia Corporation/Wachovia Bank NA; after being restructured and renamed, it become the flagship wealth management subsidiary.
  • 1990: OFFITBank: Offit Associates converted to a trust bank.
  • 1983: Offit Associates was formed by Morris W Offit.
ToDo: link, link, link, link, link, link, link