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WELLS TRECASO FINANCIAL GROUP, LLC

Investment AdviceAKRON, OH

Assets Under Management

$533.3M

Total AUM

Donut chart: Discretionary 533.3M
Category	Value
Discretionary	533.3M

Adviser Information

Field	Value
CRD Number	289899
SEC Number	801-112139
Street Address	3560 WEST MARKET STREET
Street Address 2	SUITE 340
Location	AKRON, OH 44333
Country	United States
Phone	330-752-1547
Fax	330-752-1949
Total Employees	6

Client Count by Type (310 Total)

Horizontal bar chart: Individuals (other than H… 179, High Net Worth Individual… 119, Charitable Organizations 12
Category	Value
Individuals (other than H…	179
High Net Worth Individual…	119
Charitable Organizations	12

Wells Trecaso Financial Group, Llc, OH — Investment Adviser | BuildTrust