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| Private Wealth Asset Management LLC
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|---|---|
| CRD # | 315819 |
| SEC # | 801-122065 |
| CIK # | 0001883006 |
| AUM | 2,523.3 M (2026-04-13) |
| Employees | 32 (69% Investors, 0% Brokers) |
| Phone | 402-227-4208 |
| Address | 1100 Capitol Avenue Omaha, NE 68102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 28.7 | |
| Microsoft Corp | 17.1 | |
| Caterpillar Inc | 9.9 | |
| Lilly Eli & Co | 9.6 | |
| Nvidia Corp | 9.6 | |
| Workiva Inc | 9.4 | |
| Alphabet Inc | 8.9 | |
| J P Morgan Chase & Co | 8.3 | |
| Deere & Co | 8.1 | |
| iShares Silver Trust | 7.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 0.1 |
| (b) Individuals (high net worth individuals) | 406 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,268 | 2.5 |
| By Discretionary | ||
| Discretionary | 2,268 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,268 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 2,268 | 2.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001883006] | |
| D | [0001883006] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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