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WELLS TRECASO FINANCIAL GROUP, LLC

AKRON, OH · CRD 289899 · IAPD ↗ · 330-752-1547

$533.3MRegulatory AUM
4Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — WELLS TRECASO FINANCIAL GROUP, LLC (AKRON, OH) left the SEC roster (was $533.3M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2025 — WELLS TRECASO FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($482.9M -> $533.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2024 — WELLS TRECASO FINANCIAL GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.