Wells Trecaso Financial Group, LLC

Wells Trecaso Financial Group, LLC (CRD# 289899) is a financial advisory firm headquartered in Akron, OH. They manage $482,943,218 in 1,189 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
3560 West Market Street, Suite 340, Akron, OH 44333
https://www.linkedin.com/company/wells-tracaso-financial-group/
By the Numbers
  • Total Assets Under Management
    483
    MILLION
  • Total Number of Accounts
    1,189
    ACCOUNTS
  • Average Account Value
    $406,176
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, KY, LA, NC, OH, PA, SC, TX, VA

Financial Advisors at Wells Trecaso Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Ralph Trecaso, financial advisor Akron OH
Ralph E. Trecaso
CRD#: 1439067
3560 West Market Street, Suite 340, Akron, OH 44333

Ralph Trecaso (CRD# 1439067) is an Investment Advisor Representative working at Wells Trecaso Financial Group, LLC in Akron, OH and has over 38 years of experience in the finance industry.

2
Christopher Walters, financial advisor Akron OH
Christopher C. Walters
CRD#: 3224520
3560 West Market Street, Suite 340, Akron, OH 44333

Christopher Walters (CRD# 3224520) is an Investment Advisor Representative working at Wells Trecaso Financial Group, LLC in Akron, OH and has over 20 years of experience in the finance industry.

3
Douglas Wells, financial advisor Akron OH
Douglas E. Wells
CRD#: 1063410
3560 West Market Street, Suite 340, Akron, OH 44333

Douglas Wells (CRD# 1063410) is an Investment Advisor Representative working at Wells Trecaso Financial Group, LLC in Akron, OH and has over 41 years of experience in the finance industry.

4
Samuel Trecaso, financial advisor Akron OH
Samuel J. Trecaso
CRD#: 7451290
3560 West Market Street, Suite 340, Akron, OH 44333

Samuel Trecaso (CRD# 7451290) is an Investment Advisor Representative working at Wells Trecaso Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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