WELLS TRECASO FINANCIAL GROUP, LLC

3560 West Market Street
Suite 340
Akron, Ohio 44333
Tel: 330-752-1547

About WELLS TRECASO FINANCIAL GROUP, LLC

WELLS TRECASO FINANCIAL GROUP, LLC, formally registered with the SEC as WELLS TRECASO FINANCIAL GROUP, LLC. The firm was established in 12/08/2017. They have over 2 offices throughout the country.

WELLS TRECASO FINANCIAL GROUP, LLC is a Akron, Ohio based Financial Planning firm with nearly $482,943,218 assets under management, offering retirement planning & investment advisory services to 1189 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289899
SEC#	801-112139
Assets Managed by Firm	$482,943,218
No. of Clients	1189
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1189	$482,943,218
Individuals (other than high net worth individuals)	187	$73,803,932
High net worth individuals	112	$364,923,012
Pension and profit sharing plans	Fewer than 5 clients	$1,573,844
Charitable organizations	14	$42,642,430

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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