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WESBANCO SECURITIES, INC.
CRD 43276File 801-119845
APPROVED
Retail clients
Disclosure events
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$285.9M
Below cohort median (national)
Discretionary AUM
$182.3M
Non-discretionary $103.6M
Clients
1,627
1,627 accounts
Employees
110
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 8, 2020
- Principal office
- 135 W MAIN STREET, ST CLAIRSVILLE, OH, 43950
- Phone
- 8003683369
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $285.9M
- Discretionary AUM
- $182.3M
- Non-discretionary AUM
- $103.6M
- Discretionary accounts
- 1,291
- Non-discretionary accounts
- 336
- Total accounts
- 1,627
- AUM per client
- $176K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| High net worth individuals | 208 | $99.8M |
| Individuals (other than high net worth individuals) | 1,419 | $186.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.