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Private Wealth Asset Management, LLC

● SEC registered since 2021CRD 315819SEC# 801-122065Omaha, NE
Export (members)
Reg. AUM
$1.85B
Employees
37
Accounts
1,947
Location
Omaha, NE

Private Wealth Asset Management, LLC assets under management

Private Wealth Asset Management, LLC is a registered investment adviser overseen by the SEC based in Omaha, NE. The firm has been registered since 2021. It reports $1.8 billion in regulatory assets under management and employs 37 people.
www.linkedin.com/company/private-wealth-asset-managementView on SEC.gov ↗

Private Wealth Asset Management, LLC owners & executives

12 reported
NameTitleOwnershipSince
Brett Warren Halley ControlChief Investment OfficerUnder 5%2024
Bryan Lee Johnson ControlChief Administrative OfficerUnder 5%2024
Garage Row Oz LLCNon-Controlling Entity Owner5-10%2021
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Frequently asked questions

How much does Private Wealth Asset Management, LLC manage?

Private Wealth Asset Management, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Private Wealth Asset Management, LLC have?

Private Wealth Asset Management, LLC reports 37 employees.

Where is Private Wealth Asset Management, LLC located?

Private Wealth Asset Management, LLC is based in Omaha, NE and has been SEC-registered since 2021.

Does Private Wealth Asset Management, LLC disclose fund performance?

Private Wealth Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1100 Capitol Avenue, Suite 200, Omaha, NE 68102
Phone402-227-4208
Office hours8a.m.-5p.m.
SEC regionDenver Regional Office (DRO)
CIK1883006
Discloses disciplinary historyNo

Assets under management

Discretionary$1.85B
Non-discretionary$0
Total (RAUM)$1.85B