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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