Overview
Assets Under Management: $483 million
Headquarters: AKRON, OH
High-Net-Worth Clients: 119
Average Client Assets: $3 million
Frequently Asked Questions
WELLS TRECASO FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289899), WELLS TRECASO FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
WELLS TRECASO FINANCIAL GROUP, LLC is headquartered in AKRON, OH.
WELLS TRECASO FINANCIAL GROUP, LLC serves 119 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, WELLS TRECASO FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WELLS TRECASO FINANCIAL GROUP, LLC manages $483 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, WELLS TRECASO FINANCIAL GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 119
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.71
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,189
Discretionary Accounts: 1,189
Regulatory Filings
CRD Number: 289899
Last Filing Date: 2024-03-21 00:00:00
Website: https://wellstrecaso.com