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| Happy Holidays!! thanks for using AUM13F!! |
| Wesbanco Securities Inc
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| CRD # | 43276 |
| SEC # | 801-119845 |
| CIK # | |
| AUM | $166.5 M (2025-03-21) |
| Employees | 100 (28% Investors, 86% Brokers) |
| Phone | 800-368-3369 |
| Address | 135 W Main Street St Clairsville, OH 43950 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 680 | 89.7 |
| (b) Individuals (high net worth individuals) | 162 | 76.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 850 | 166.5 |
| By Discretionary | ||
| Discretionary | 597 | 87.9 |
| Non-Discretionary | 253 | 78.6 |
| Total | 850 | 166.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.5 | |
| Total | 850 | 166.5 |
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|---|---|---|
|
Affinity Wealth LLC
✚
|
OH | 0.2 |
|
HBA Advisors LLC
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CA | 0.2 |
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NM | 0.2 |
|
Tempered Investment Management Ltd
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0.2 | |
|
Broadway Advisor Group LLC
✚
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NY | 0.2 |
|
Martin Capital Advisors LLP
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TX | 0.2 |
|
Schrum Private Wealth Management LLC
✚
|
FL | 0.2 |
|
TTG Financial Inc
✚
|
OH | 0.2 |
|
Togwotee CIO LLC
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|
0.2 | |
|
Steeloaks Investment Advisers Inc
✚
|
WV | 0.2 |