Wealth Manager
    SEC Registered
    Manages Private Funds

    Private Wealth Asset Management

    Registered investment advisor · Omaha, Nebraska · CRD #315819

    Assets Under Management
    $2.5B
    Client Accounts
    2,268
    Employees
    32
    CRD Number
    315819
    Registration
    SEC Registered
    Custodian
    Fidelity Distributors Company Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Private Wealth Asset Management

    Private Wealth Asset Management is a leading investment advisory firm specializing in wealth planning and management for high-net-worth individuals and families. It offers customized investment strategies and outsourced CIO services. The firm is recognized for its expert insights and comprehensive financial advisory services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Private Wealth Asset Management

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    Frequently Asked Questions

    What is Private Wealth Asset Management's AUM?

    Private Wealth Asset Management reports approximately $2.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Private Wealth Asset Management headquartered?

    Private Wealth Asset Management is headquartered in Omaha, Nebraska.

    What is Private Wealth Asset Management's CRD number?

    Private Wealth Asset Management's CRD number is 315819. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Private Wealth Asset Management manage?

    Private Wealth Asset Management manages approximately 2,268 client accounts according to its latest SEC filing.

    Is Private Wealth Asset Management SEC registered?

    Yes, Private Wealth Asset Management is registered with the SEC as an investment adviser with an approved registration status.

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