Wesbanco Bank, Inc.
- Regulatory AUM
- $893M
- Discretionary
- $893M
- Clients
- 6
- Avg AUM / client
- $149M
- Accounts
- 6
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 6 | $893M | 100.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Roth, Jennifer, Sue | Senior Vice President, Chief Compliance Officer | Aug 2019 (7y) | Less than 5% | |
| Kellas, Steven | Executive Vice President, Chief Fixed Income Specialist | Feb 2021 (6y) | Less than 5% | |
| Love, Scott, Alan | Executive Vice President, Wealth Management | Jan 2023 (4y) | Less than 5% | |
| Mcgee, Robert, Allan | Senior Vice President, Chief Investment Strategist | Jun 2023 (3y) | Less than 5% | |
| Deborah Cordiner Ferdon | Registered representative | CFP | Oct 2004 (22y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wesbanco, Inc. | Shareholder | Mar 2001 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗