Wells Trecaso Financial Group, LLC Info

Wells Trecaso Financial Group, LLC info

Wells Trecaso Financial Group, LLC (SEC CIK 1737987) first filed with the SEC on 2018-04-23 (Form 13F-HR) and has filed 33 times since, including 32 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 3560 WEST MARKET STREET, SUITE 340, AKRON, OH, 44333.

Name: Value Wells Trecaso Financial Group, LLC.
SEC CIK: Value 1737987.
State of organization: Value DE.
Business address: Value 3560 WEST MARKET STREET, SUITE 340, AKRON, OH, 44333.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Wells Trecaso Financial Group, LLC
SEC CIK	1737987
State of organization	DE
Business address	3560 WEST MARKET STREET, SUITE 340, AKRON, OH, 44333
Mailing address	3560 WEST MARKET STREET, SUITE 340, AKRON, OH, 44333
Phone	3307527951
Fiscal year end	December 31
Former names	None filed

SEC Filing History

Field	Value
First SEC filing	2018-04-23 (Form 13F-HR)
Latest SEC filing	2025-11-05 (Form 13F-HR)
Filings on EDGAR	33
First Form 13F-HR	2018-04-23 (quarter ended 2017-12-31)
Latest Form 13F-HR	2025-11-05 (quarter ended 2025-09-30)
Form 13F-HR filings	32

Filings by Form

Form	Filings	Latest
13F-HR	32	2025-11-05
N-PX	1	2024-08-27

Filings by Year

Year	Filings	Form 13F-HR
2025	4	4
2024	5	4
2023	4	4
2022	4	4
2021	4	4
2020	4	4
2019	4	4
2018	4	4

Similar Firms

Firm Name	Country	13F Value	Holdings
Not available yet