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

More Retirement Planning firms in Akron, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Akron, Ohio

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.