Strong Wealth Management Group of Wells Fargo Advisors

What changed

Multigenerational team of advisors moved from UBS to WFA's Naples branch; operates as Strong Wealth Management Group of Wells Fargo Advisors and manages $410M.

Reported / discovered

Oct 20, 2026

Effective

Not reported

New role

Multigenerational advisor team

Previous role

Not reported

Market

Naples, FL

Reported book

$410M

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.