Wells Trecaso Financial Group, LLC
CRD 289899SEC# 801-112139Akron, OH
No longer SEC-registered. Wells Trecaso Financial Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$533.3M
Employees
6
Accounts
1,244
Location
Akron, OH
Wells Trecaso Financial Group, LLC assets under management
Wells Trecaso Financial Group, LLC is a registered investment adviser overseen by the SEC based in Akron, OH. It reports $533.3 million in regulatory assets under management and employs 6 people.
Wells Trecaso Financial Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher C Walters Control | Member And Chief Compliance Officer | 10-25% | 2017 |
| Douglas Everett Wells Control | Member | 25-50% | 2017 |
| Ralph Edward Trecaso Control | Member | 25-50% | 2017 |
Frequently asked questions
How much does Wells Trecaso Financial Group, LLC manage?
Wells Trecaso Financial Group, LLC reports $533.3 million in regulatory assets under management on its Form ADV.
How many employees does Wells Trecaso Financial Group, LLC have?
Wells Trecaso Financial Group, LLC reports 6 employees.
Where is Wells Trecaso Financial Group, LLC located?
Wells Trecaso Financial Group, LLC is based in Akron, OH.
Does Wells Trecaso Financial Group, LLC disclose fund performance?
Wells Trecaso Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3560 West Market Street, Suite 340, Akron, OH 44333 |
| Office hours | 8:30a.m. - 4:30p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$533.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$533.3Mregulatory AUM
Discretionary $533.3M