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| Happy Holidays!! thanks for using AUM13F!! |
| Private Wealth Asset Management LLC
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| CRD # | 315819 |
| SEC # | 801-122065 |
| CIK # | 0001883006 |
| AUM | $1.8 B (2025-03-31) |
| Employees | 37 (59% Investors, 3% Brokers) |
| Phone | 402-227-4208 |
| Address | 1100 Capitol Avenue Omaha, NE 68102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001883006 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 22.5 | ||
| Apple Inc | 21.7 | ||
| J P Morgan Chase & Co | 8.6 | ||
| International Business Machines Corp | 8.6 | ||
| Lilly Eli & Co | 8.6 | ||
| Exxon Mobil Corp | 8.3 | ||
| Deere & Co | 7.3 | ||
| Aegon NV | 6.5 | ||
| Accenture PLC | 6.4 | ||
| Caterpillar Inc | 5.4 | ||
| Home Depot Inc | 4.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 37.8 |
| (b) Individuals (high net worth individuals) | 379 | 1,811.9 |
| (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 | 1,947 | 1,849.7 |
| By Discretionary | ||
| Discretionary | 1,947 | 1,849.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,947 | 1,849.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,849.7 | |
| Total | 1,947 | 1,849.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001883006] | |
| D | [0001883006] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Avity Investment Management Inc
✚
|
CT | 1.9 |
|
van Hulzen Asset Management LLC
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|
CA | 1.9 |
|
Albion Management Group
✚
|
UT | 1.9 |
|
Rather & Kittrell Inc
✚
|
TN | 1.9 |
|
Balis Enterprises LLC
✚
|
1.8 | |
|
Traynor Capital Management Inc
✚
|
PA | 1.8 |
|
United Asset Strategies Inc
✚
|
NY | 1.8 |
|
The Investment Counsel Company of Nevada
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|
NV | 1.8 |
|
AMI Asset Management Corp
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|
CA | 1.8 |
|
Redhawk Wealth Advisors Inc
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|
MN | 1.8 |