Samuel Joseph Trecaso

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → 10/2021
  Supplyone
  United States, OH
• 04/2017 → 06/2017
  Oswald Company
  Cleveland, OH
• 07/2016 → 04/2017
  Pasquilina's Ii
  Flemmington, NJ
• 10/2021 → 12/2025
  Well Trecaso Financial Group
  Akron, OH
• 06/2017 → 10/2017
  Valet At The Metropolitan 9
  Cleveland, OH
• 09/2025 → Present
  Cwm, Llc
  Omaha, NE
• 09/2025 → Present
  Wells Trecaso Financial Group - Carson Wealth
  Akron, OH

Previous Registrations

• 2024-01-19 → 2025-12-31
  Wells Trecaso Financial Group, Llc
  Akron, OH

Other Businesses

NAME OF BUSINESS: Italian American Professional & Business Club NATURE: Non-Profit START: 1/2021 POSITION: Board Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Promote Italian-American ideals of community involvement, culture, heritage and family

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-19