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Wells Trecaso Financial Group

EST. AUM
$533,336,384

CONTACTS
4

CLIENT ACCOUNTS
1,244

Firm Details

Metro area Cleveland
CRD Number 289899
Website wellstrecaso.com
Client types

Overview

Wells Trecaso Financial Group is a wealth management firm based in Akron, Ohio, now part of Carson Wealth. The firm emphasizes education, accountability, and coaching to simplify investing and keep clients aligned with their long-term goals. It provides customized financial planning and wealth management solutions while acting as an advocate for clients’ best interests. Led by Managing Partners Douglas Wells and Ralph Trecaso, the team manages approximately $570 million in assets under management and leverages Carson Group’s $48 billion platform to expand services and support future growth.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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