Data / Investment advisers / West Virginia / Wesbanco Investment Department
Wesbanco Investment Department, Wheeling, WV: $893 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wesbanco Investment Department is an SEC registered investment adviser with its main office in Wheeling, West Virginia and reports $893 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
The request: Watch Wesbanco Investment Department (CRD number 111907): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 111907
- SEC file number
- 801-60151
- SEC status
- Approved, effective March 30, 2001
- Legal name
- Wesbanco Bank, Inc.
- Main office
- One Bank Plaza Fifth Floor, Wheeling, WV 26003
- Phone
- (304) 905-7503
- Regulatory AUM
- $892,606,781 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $892,606,781
- Accounts
- 6
- Employees
- 13, of which 13 give investment advice
- Form of organization
- Sidd of Wesbanco Bank, Inc a Sub of Wesbanco, Inc
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 6 | $892.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $892.6 million | March 30, 2026 |
| December 1, 2025 | $868.5 million | March 27, 2025 |
Other advisers in West Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | Wheeling | $2.31 billion | Not listed | adviserinfo.sec.gov |
| Security Capital Management | Wheeling | $1.39 billion | Not listed | adviserinfo.sec.gov |
| NTV Asset Management, LLC | Charleston | $1.16 billion | Not listed | adviserinfo.sec.gov |
| Commonwealth Financial Services | Vienna | $994.7 million | Not listed | adviserinfo.sec.gov |
| Hoxton Planning & Management, LLC | Shepherdstown | $591.5 million | Not listed | adviserinfo.sec.gov |
| United Brokerage Services Inc | Parkersburg | $372.3 million | Not listed | adviserinfo.sec.gov |
| Fort Henry Capital, LLC | Wheeling | $278.5 million | Not listed | adviserinfo.sec.gov |
| Vandalia Wealth | Charleston | $249.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Virginia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- Wesbanco Investment Department on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.