Overview
Assets Under Management: $286 million
Headquarters: ST CLAIRSVILLE, OH
High-Net-Worth Clients: 208
Average Client Assets: $0.5 million
Frequently Asked Questions
WESBANCO SECURITIES, INC. 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 #43276), WESBANCO SECURITIES, INC. is subject to fiduciary duty under federal law.
WESBANCO SECURITIES, INC. is headquartered in ST CLAIRSVILLE, OH.
WESBANCO SECURITIES, INC. serves 208 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, WESBANCO SECURITIES, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WESBANCO SECURITIES, INC. manages $286 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, WESBANCO SECURITIES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 208
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.90%
Average Client Assets: $0.5 million
Total Client Accounts: 1,627
Discretionary Accounts: 1,291
Non-Discretionary Accounts: 336
Regulatory Filings
CRD Number: 43276
Filing ID: 2082051
Last Filing Date: 2026-03-31 09:04:50