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Erwel Manlapid

19 Years of Experience
San Diego, CA
3 DisclosuresBroker

Erwel Manlapid is a registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 19 years of industry experience. Erwel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4655 Executive Dr 10th Fl, [Vj-Rbo], San Diego, CA, 92121

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2026
Settled
Customer Dispute
February 2017
Settled
Customer Dispute
August 2013
Denied
Other Business Activities

Erwel owns Manlapid Enterprises LLC, an avocado farm, and rental properties (duplex and Airbnb). These activities require minimal time and are either investment-related or business ownership.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2025 - Present · 1 yr 9 mos
Wells Fargo Advisors
January 2025 - Present · 1 yr 9 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - January 2025 · 12 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2025 · 12 yrs 3 mos
Chase Investment Services CORP.Broker
May 2009 - October 2012 · 3 yrs 5 mos
Chase Investment Services CORP.
May 2009 - October 2012 · 3 yrs 5 mos
Wamu Investments, INC.
August 2008 - May 2009 · 9 mos
Wamu Investments, INC.Broker
November 2006 - May 2009 · 2 yrs 6 mos
State Registrations28 states
ALARAZCACOCTDCFLIAIDILMAMDMIMNNCNJNMNVNYORPATNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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