Wesbanco Investment Department

RIASEC RegisteredEst. 2001
Total AUM
$893M
Discretionary
$893M
100% of AUM
Avg account
$149M
Accounts
6
Employees
13
Advisory reps
5

Firm details

Headquarters
Wheeling, West Virginia
CRD number
111907
Registered since
March 30, 2001
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Wesbanco Investment Department is an institutional registered investment adviser operating within a bank structure. The adviser has been SEC-registered since 2001 and serves institutional clients on a percentage-of-AUM fee basis. Its stated advisory activity is portfolio management for investment companies, and its reporting indicates it is not positioned as a capital allocator or a multi-state adviser. The firm is not identified as an active ESG investor. Industry affiliations reported alongside the investment group include broker-dealer, trust company, insurance company, pension consultant, and other investment-adviser relationships, reflecting a broad set of banking and fiduciary connections rather than a stand‑alone retail advisory practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jennifer Roth

    Chief Compliance OfficerCRD 3247469

  • Deborah Ferdon

    Chief Compliance OfficerCRD 814321

Contacts

3 of 3
  • Steven Kellas

    EVPCRD 7355062

  • Robert Mcgee

    Robert Mcgee

    Senior Vice PresidentCRD 4603318

  • Scott Love

    Scott Love

    Executive Vice President, Wealth ManagementCRD 2854247

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 226

Active vs passive

$1.1B in ETFs

Passive

89%

$949M

Active

9%

$123M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$166M1,674,93515.46%

Location

Primary office

Wheeling, WV

Ohio

Location

Wheeling, WV

Headquartered in Wheeling, WV, in the South of the United States.

Region
South
County
Ohio
Address
1 Bank Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth