ORANGE COUNTY PRIVATE WEALTH HUB
Branch overview
Our Irvine office is one of only 19 Private Wealth Hubs nationwide — designed to serve the complex needs of high-net-worth clients through direct access to in-house specialists in lending, trust, charitable giving, estate planning, and investment strategy.
As an advisor, you’ll collaborate locally with partners from the Commercial Bank, Corporate & Investment Bank, and the Private Bank experience — delivering integrated, institution-level solutions rarely available at other firms.
We also offer one of the industry’s most competitive succession and acquisition programs — for advisors planning retirement, seeking to grow through book acquisitions, or preparing for long-term continuity.
Whether you’re building in our traditional W-2 model or considering a move to independence in the future, our platform gives you the flexibility to grow your business your way.
More choice, more control
What makes Wells Fargo Advisors different?
Three ways to build your business, one platform of enterprise resources
Traditional broker-dealer model
- Competitive, performance-based compensation
- Succession support through the Summit Program
- Dedicated coaching for new and tenured advisors
- Optional transition to independent model (FiNet) when ready
Bank/brokerage partnership model
- Competitive comp structure with payout incentives
- Succession planning via Summit Program
- Investment referrals from aligned bank partners
Independent contractor model
- Full ownership of your business and client relationships
- Flexibility to define your brand, client experience, and team structure
- Turnkey transition and operational support
- Capital for startup, acquisitions, and succession
- Enterprise technology platform built for scale
More for your clients
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts
The Wells Fargo Private Bank (The Private Bank) experience connects clients with products and services provided by Wells Fargo Bank, N.A. and/or Wells Fargo Advisors. Wells Fargo Bank, N.A. provides investment management services as part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. For Bank products and services, the Bank is responsible for the day-to-day management of any referred accounts. Eligibility for The Private Bank experience is subject to change without prior notice. Products and services may have qualification or preacceptance requirements that are different than the eligibility requirements for The Private Bank experience.
Wells Fargo Corporate & Investment Banking (CIB) is the trade name for the corporate banking, capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including but not limited to Wells Fargo Securities, LLC, member of NYSE, FINRA, NFA and SIPC, Wells Fargo Prime Services, LLC, member of FINRA, NFA and SIPC, and Wells Fargo Bank, N.A. Wells Fargo Securities, LLC and Wells Fargo Prime Services, LLC, are distinct entities from affiliated banks and thrifts.
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo and Company. Investment Professional Use Only.
Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you