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PRIVATE WEALTH ASSET MANAGEMENT
1100 Capitol Avenue
Suite 200
Omaha, Nebraska 68102
Tel: 402-227-4208
About PRIVATE WEALTH ASSET MANAGEMENT
PRIVATE WEALTH ASSET MANAGEMENT, formally registered with the SEC as PRIVATE WEALTH ASSET MANAGEMENT. The firm was established in 08/12/2021. They have over 6 offices throughout the country.
PRIVATE WEALTH ASSET MANAGEMENT is a Omaha, Nebraska based Financial Planning firm with nearly $1,874,861,239 assets under management, offering retirement planning & investment advisory services to 1849 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315819 |
| SEC# | 801-122065 |
| Assets Managed by Firm | $1,874,861,239 |
| No. of Clients | 1849 |
| No. of Advisors | 37 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (401K ADVISORY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1849 | $1,874,861,239 |
| Individuals (other than high net worth individuals) | 92 | $32,962,460 |
| High net worth individuals | 368 | $1,841,898,779 |
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