Wells Trecaso Financial Group LLC

WELLS TRECASO FINANCIAL GROUP, LLC is a Delaware-based limited liability company that provides financial advisory services. With a team of 5 professionals, including 3 advisors, the firm's client base is undisclosed. Its SEC status is currently approved, with a registration date of December 8, 2017.

• CHRISTOPHER C WALTERS

  MEMBER AND CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%

• DOUGLAS EVERETT WELLS

  MEMBER owns more than 25% but less than 50%

• RALPH EDWARD TRECASO

  MEMBER owns more than 25% but less than 50%

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• Wells Trecaso Financial Group, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Wells Trecaso Financial Group, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Wells Trecaso Financial Group, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Comparing Wells Trecaso Financial Group, LLC Q4 2022 and Q1 2023 13F Holdings

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