Andrew Page Wirth

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Tucson, AZ
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Tucson, AZ

Other Businesses

POWER OF ATTORNEY FOR MOTHER; INV. RELATED; TUCSON, AZ; START DATE 6/2020. MOTHERS REVOCABLE TRUST ; INV RELATED; TUCSON, AZ; MOTHERS TRUST; CO-TRUSTEE; START DATE: 09/17/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S66 Uniform Combined State Law Examination
  2005-10-21