WELLS TRECASO FINANCIAL GROUP, LLC
CRD #289899 SEC #801-112139 AKRON, OH 330-752-1547
SEC Registered
Total AUM
$533.3M
Discretionary
$533.3M
Employees
6
Clients
26
Accounts
1,244
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $533.3M | $533.3M | $0 | 6 | 0 |
| Mar 2024 | $482.9M | $482.9M | $0 | 6 | 0 |
| Oct 2023 | $424.7M | $424.7M | $0 | 7 | 0 |
| Mar 2023 | $424.7M | $424.7M | $0 | 7 | 0 |
| Jan 2023 | $477.9M | $477.9M | $0 | 7 | 0 |
| Mar 2022 | $477.9M | $477.9M | $0 | 7 | 0 |
| May 2021 | $404.7M | $404.7M | $0 | 5 | 0 |
| Feb 2021 | $404.7M | $404.7M | $0 | 5 | 0 |
| Dec 2020 | $349.3M | $349.3M | $0 | 5 | 0 |
| Aug 2020 | $349.3M | $349.3M | $0 | 5 | 0 |
| Jun 2020 | $349.3M | $349.3M | $0 | 5 | 0 |
| Mar 2020 | $349.3M | $349.3M | $0 | 5 | 0 |
| Oct 2019 | $294.2M | $294.2M | $0 | 5 | 0 |
| Feb 2019 | $294.2M | $294.2M | $0 | 5 | 0 |
| Jun 2018 | $305.5M | $296.7M | $8.8M | 5 | 0 |
| Mar 2018 | $305.5M | $296.7M | $8.8M | 5 | 0 |
| Dec 2017 | $0 | $0 | $0 | 5 | 0 |
| Nov 2017 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$533.3M
Discretionary$533.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$482.9M
Discretionary$482.9M
Non-Disc.$0
Employees6
Clients0
DateOct 2023
Total AUM$424.7M
Discretionary$424.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$424.7M
Discretionary$424.7M
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$477.9M
Discretionary$477.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$477.9M
Discretionary$477.9M
Non-Disc.$0
Employees7
Clients0
DateMay 2021
Total AUM$404.7M
Discretionary$404.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$404.7M
Discretionary$404.7M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$349.3M
Discretionary$349.3M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$349.3M
Discretionary$349.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$349.3M
Discretionary$349.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$349.3M
Discretionary$349.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$294.2M
Discretionary$294.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$294.2M
Discretionary$294.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2018
Total AUM$305.5M
Discretionary$296.7M
Non-Disc.$8.8M
Employees5
Clients0
DateMar 2018
Total AUM$305.5M
Discretionary$296.7M
Non-Disc.$8.8M
Employees5
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0