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PRIVATE WEALTH ASSET MANAGEMENT

PRIVATE WEALTH ASSET MANAGEMENT, LLC

CRD 315819 · SEC 801-122065

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1100 CAPITOL AVENUE, SUITE 200, OMAHA, NE, 68102, United States

Phone

402-227-4208

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.52B

Discretionary AUM

$2.52B

Team

32 total employees; 22 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers401K ADVISORY SERVICES

Client types

TypeClientsAUM
Individuals153$61.9M
High net worth individuals406$2.46B

States served

AZ, CA, CO, IL, IA, LA, MD, MI, MN, NE, NM, NC, SC, TN, WY, MO, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD