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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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Anthony Perez

Team lead at Wells Fargo FiNetLos Angeles

At a glance

Anthony Perez joined Wells Fargo FiNet from Ameriprise as team lead with $580 million in assets (our reporting, October 9, 2026). One story in our coverage names them so far.

Firm
Wells Fargo FiNet
Role
Team lead
Team
Orchard Financial Group
Assets, as reported
$580MFinancial ADVSR, Oct 9, 2026
Location
Los Angeles
In our coverage
1 story

The record

  1. Joined Wells Fargo FiNet from Ameriprise as team lead with $580 million in assets

    Wells Fargo FiNet adds 11-person Los Angeles team from Ameriprise with $580 million Financial ADVSR

How this page is built

Every line on this page comes from a story that names Anthony Perez: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 9, 2026. All people in our coverage →