Integrated Wealth Concepts
47yrs
Top advisor by experience in La Jolla
43yrs
Based in La Jolla, California, Patrick Ahern is a fiduciary financial advisor with 43 years of industry experience. Patrick joined Wells Fargo Advisors in 2014, after six years at UBS Financial Services and eight years at Citigroup Global Markets. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 475 advisors with offices in La Jolla, and one of 436 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in California
Office888 Prospect St Stes 301 & 320, La Jolla, CA 92037
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2008 – 2014UBS Financial Services Inc.Previously
- 2000 – 2008Citigroup Global Markets Inc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (858) 459-0521 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Patrick Ahern.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1983, about 43 years. Top 1% by experience in California.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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