Samuel Joseph Trecaso
Investment adviser representative at Cwm, LLC
10 yearsExperience
2 statesRegistered in
$50.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Cwm, LLCSep 2025 to now
- Wells Trecaso Financial Group - Carson WealthSep 2025 to now
- Well Trecaso Financial GroupOct 2021 to Dec 2025
- SupplyoneOct 2017 to Oct 2021
- Valet At the Metropolitan 9Jun 2017 to Oct 2017
- Oswald CompanyApr 2017 to Jun 2017
- Pasquilina's IiJul 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7451290
- Firm CRD
- 155344