# WELLS TRECASO FINANCIAL GROUP, LLC

WELLS TRECASO FINANCIAL GROUP, LLC of AKRON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 289899
- Type: SEC-registered investment adviser
- SEC file number: 801-112139
- Location: 3560 WEST MARKET STREET, SUITE 340, AKRON, OH, 44333
- Phone: 330-752-1547
- Latest filing: 2025-03-17
- Regulatory AUM: $533.3M
- Discretionary AUM: $533.3M
- Clients: 6
- Accounts: 1,244

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Christopher C Walters | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Ralph Edward Trecaso | MEMBER | — |
| Douglas Everett Wells | MEMBER | — |
| WALTERS CHRISTOPHER C | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| TRECASO RALPH EDWARD | MEMBER | — |
| WELLS DOUGLAS EVERETT | MEMBER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 330-752-1547 |
| — | — | 1 | 330-752-1547 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289899/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289899/similar
- Related entities: https://search.stillhousedata.com/firm/289899/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289899

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.