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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| TRECASO, RALPH, EDWARD | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WELLS, DOUGLAS, EVERETT | I | MEMBER | C | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| WALTERS, CHRISTOPHER, C | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (12)
AZ CA FL IL KY LA NC OH PA SC TX VA
Address
3560 WEST MARKET STREETSUITE 340
AKRON, OH 44333
United States
Phone: 330-752-1547