Top Wealth + Best-in-State · rank 1 · Charlotte, North Carolina · listed firm: Wells Fargo Advisors
Identity & firm
- Firm — Wells Fargo Advisors (high)
- “"firmName": "WELLS FARGO CLEARING SERVICES, LLC", "iaOnly": "N", "registrationBeginDate": "6/9/2006"” — sec_finra_regulatory
- “The Oliver Private Wealth Management Group of Wells Fargo Advisors” — firm_official
- Parent company — Wells Fargo & Company (high)
- “"firmName": "WELLS FARGO CLEARING SERVICES, LLC"” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"firmId": 19616, "firmName": "WELLS FARGO CLEARING SERVICES, LLC", "iaOnly": "N", "registrationBeginDate": "6/9/2006", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "37967", "iaSECNumberType": "801", "” — sec_finra_regulatory
- Team name — The Oliver Private Wealth Management Group (high)
- “High Net-Worth Investing | Oliver Private Wealth Management Group of Wells Fargo Advisors | Charlotte, NC” — firm_official
- Team size — 14 (high)
- “Why do many of Charlotte's most successful families and individuals trust our 14 investing professionals to help create extraordinary confidence about their financial wellbeing?” — firm_official
- CRD — 2732398 (high)
- “"individualId": 2732398, "firstName": "WILLIAM", "middleName": "MARTIN", "lastName": "OLIVER", "otherNames": ["BILL MARTIN OLIVER", "WILLIAM M OLIVER"], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 30 (high)
- “"daysInIndustryCalculatedDate": "7/2/1996"” — sec_finra_regulatory
- “Since joining the financial services industry over 25 years ago, William has built his team by bringing together professionals and financial advisors who provide innovative and comprehensive solutions to clients.” — firm_official
- Designations — — (medium)
- “Bill lives in the Myers Park area of Charlotte with his wife, Emily, and two children, Brooks and Ava Jane. He is very involved in the Moments of Hope Church and supports numerous Charlotte-area charitable organizations,” — firm_official
Book of business
- Team AUM ($M) — 3100 (high)
- “"Team Assets (Custodied)":"$3.1B"” — forbes_shook
- Account minimum ($M) — 2.5 (high)
- “"Minimum account size for new business":"$2.5M"” — forbes_shook
- Typical client net worth ($M) — 28.75 (high)
- “"Typical Net Worth of Relationships":"$7.5-50M"” — forbes_shook
- Client niche — high net-worth families, business owners, and C-suite executives (high)
- “Serving Clients of a Different Caliber High Net-Worth Families We help create dynasties that strive to set new standards of longevity. Learn How Business Owners You manage your business. We'll help you manage the wealth ” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "WELLS FARGO CLEARING SERVICES, LLC", "iaOnly": "N", "registrationBeginDate": "6/9/2006", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- “Investment and Insurance Products are: Not Insured by FDIC or any Federal Government Agency Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate Subject to Investment Risks, Including Po” — firm_official
Positioning & marketing
- Website url — https://fa.wellsfargoadvisors.com/oliver-private-wealth-management-group/ (high)
- “High Net-Worth Investing | Oliver Private Wealth Management Group of Wells Fargo Advisors | Charlotte, NC” — firm_official
- Value proposition (verbatim) — Working Relentlessly for Better Wealth Outcomes. We're In Your Corner. Why do many of Charlotte's most successful families and individuals trust our 14 investing professionals to help create extraordinary confidence about their financial wellbeing? We believe it's because of two reasons: • Each wealth strategy we create strives to give new meaning to the word "comprehensive" • We're hyper-responsive to client communication to deliver momentum for life's most important decisions. (high)
- “Working Relentlessly for Better Wealth Outcomes We're In Your Corner Why do many of Charlotte's most successful families and individuals trust our 14 investing professionals to help create extraordinary confidence about ” — firm_official
- Differentiators — Bespoke portfolios, not "cookie cutter investing strategies", Hyper-responsive client communication, Comprehensive wealth strategy redefining "comprehensive", 14-person team of investing professionals as "Your Advocates", "Yes, That's Possible" — wealth as possibilities to be enjoyed, not preserved under glass (high)
- “Different By Design You get the same results from cookie cutter investing strategies. But your wealth deserves a blueprint — and portfolio — of its own.” — firm_official
- “Yes, That's Possible Your wealth doesn't exist in a vacuum or live under glass. We believe it represents energetic possibilities meant to be enjoyed — and we've developed the skills to give all-encompassing care for your” — firm_official
- Content marketing — none (medium)
- “Home Your Advocates Who We Serve High Net-Worth Families Business Owners C-Suite Professionals How We Invest Capabilities Reach Out Client Login” — firm_official
- Has podcast — no (medium)
- “Home Your Advocates Who We Serve High Net-Worth Families Business Owners C-Suite Professionals How We Invest Capabilities Reach Out Client Login” — firm_official
- Books published — 0 (medium)
- “Since joining the financial services industry over 25 years ago, William has built his team by bringing together professionals and financial advisors who provide innovative and comprehensive solutions to clients. As a Pr” — firm_official
- Linkedin url — https://www.linkedin.com/in/william-oliver1/ (medium)
- “William Oliver - The Oliver Private Wealth Management Group of Wells Fargo Advisors | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — yes (high)
- “src="//mediahandler.broadridgeadvisor.com/media/781910/OL-Oliver Logo-C.png"” — firm_official
- Logo url — https://mediahandler.broadridgeadvisor.com/media/781910/OL-Oliver%20Logo-C.png (high)
- “src="//mediahandler.broadridgeadvisor.com/media/781910/OL-Oliver Logo-C.png"” — firm_official
- Visual brand notes — Custom "OL" monogram mark plus white knockout variant; Charlotte uptown skyline photography and posed team portraits; autoplay hero carousel with Pause/Play control; aspirational dynasty-and-legacy copy tone. (medium)
- “Client Login Pause Play Working Relentlessly for Better Wealth Outcomes We're In Your Corner” — firm_official
