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| Private Wealth Asset Management LLC
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| |
|---|---|
| CRD # | 315819 |
| SEC # | 801-122065 |
| CIK # | 0001883006 |
| AUM | $1.6 BB (2024-07-22) |
| Employees | 37 (54% Investors, 3% Brokers) |
| Phone | 515-328-8872 |
| Address | 1100 Capitol Avenue Omaha, NE 68102 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 19.6 |
| (b) Individuals (high net worth individuals) | 380 | 1,587.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,781 | 1,607.6 |
| By Discretionary | ||
| Discretionary | 1,781 | 1,607.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,781 | 1,607.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,607.6 | |
| Total | 1,781 | 1,607.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001883006] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AMI Asset Management Corp
✚
|
CA | 1.6 |
|
Crewe Advisors LLC
✚
|
UT | 1.6 |
|
Transamerica Financial Advisors Inc
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|
FL | 1.6 |
|
Pembroke Management Ltd
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|
1.6 | |
|
Nadler Financial Group Inc
✚
|
IL | 1.6 |
|
Moody Lynn Lieberson & Walker LLC
✚
|
MA | 1.6 |
|
Greenline Partners LLC
✚
|
NY | 1.6 |
|
Albion Management Group
✚
|
UT | 1.6 |
|
Orleans Capital Management Corp
✚
|
LA | 1.6 |
|
Vernal Point Advisors LLC
✚
|
CA | 1.6 |