Private Wealth Asset Management, LLC
● SEC registered since 2021CRD 315819SEC# 801-122065Omaha, NE
Reg. AUM
$2.52B
Employees
32
Accounts
2,268
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 $2.5 billion in regulatory assets under management and employs 32 people.
Private Wealth Asset Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Warren Halley Control | Chief Investment Officer | Under 5% | 2024 |
| Garage Row Oz LLC | Non-Controlling Entity Owner | 5-10% | 2021 |
| Kimberly Lynn Cappellano Control | Chief Executive Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Private Wealth Asset Management, LLC manage?
Private Wealth Asset Management, LLC reports $2.5 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 32 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
| Address | 1100 Capitol Avenue, Suite 200, Omaha, NE 68102 |
| Phone | 402-227-4208 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1883006 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.52B▲ 36%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$2.52Bregulatory AUM
Discretionary $2.52B