PRIVATE WEALTH ASSET MANAGEMENT, LLC

PRIVATE WEALTH ASSET MANAGEMENT
OMAHA, Nebraska·5 registered advisors·CRD# 315819
SEC# 801-1220655402-227-4208
01

Firm Overview

AUM
$1.9B
Regulatory assets under management
Employees
37
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at PRIVATE WEALTH ASSET MANAGEMENT, LLC

5 registered advisors
Brett Warren Halley
OMAHA, Nebraska
Bryan Lee Johnson
OMAHA, Nebraska
CFP
Julie Ann Wagner
CEDAR RAPIDS, Iowa
Melissa Jo Clines
OMAHA, Nebraska
Wendy Marie Brekken
OMAHA, Nebraska
05

Office Locations

OMAHA, Nebraska
4 advisors
CEDAR RAPIDS, Iowa
1 advisor

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Data sourced from SEC Form ADV filings. PRIVATE WEALTH ASSET MANAGEMENT, LLC (CRD# 315819) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.