PRIVATE WEALTH ASSET MANAGEMENT, LLC
Legal name: PRIVATE WEALTH ASSET MANAGEMENT
CRD #315819 SEC #801-122065 OMAHA, NE 402-227-4208
SEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
Employees
37
Clients
10
Accounts
1,947
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $1.8B | $0 | 37 | 0 |
| Dec 2024 | $1.9B | $1.9B | $0 | 37 | 0 |
| Oct 2024 | $1.9B | $1.9B | $0 | 37 | 0 |
| Sep 2024 | $1.6B | $1.6B | $0 | 37 | 0 |
| Sep 2024 | $1.6B | $1.6B | $0 | 37 | 0 |
| Jul 2024 | $1.6B | $1.6B | $0 | 37 | 0 |
| Jun 2024 | $1.6B | $1.6B | $0 | 37 | 0 |
| Mar 2024 | $1.6B | $1.6B | $0 | 37 | 0 |
| Nov 2023 | $926.2M | $926.2M | $0 | 42 | 0 |
| Aug 2023 | $926.2M | $926.2M | $0 | 42 | 0 |
| Jan 2023 | $926.2M | $926.2M | $0 | 42 | 0 |
| Oct 2022 | $790.4M | $790.4M | $0 | 42 | 0 |
| Aug 2022 | $790.4M | $790.4M | $0 | 15 | 0 |
| May 2022 | $616.8M | $616.8M | $0 | 16 | 0 |
| Mar 2022 | $616.8M | $616.8M | $0 | 16 | 0 |
| Dec 2021 | $321.7M | $321.7M | $0 | 12 | 0 |
| Dec 2021 | $321.7M | $321.7M | $0 | 12 | 0 |
| Oct 2021 | $0 | $0 | $0 | 8 | 0 |
| Oct 2021 | $0 | $0 | $0 | 8 | 0 |
| Sep 2021 | $0 | $0 | $0 | 8 | 0 |
| Sep 2021 | $0 | $0 | $0 | 8 | 0 |
| Sep 2021 | $0 | $0 | $0 | 8 | 0 |
| Jul 2021 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees37
Clients0
DateDec 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees37
Clients0
DateOct 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees37
Clients0
DateSep 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees37
Clients0
DateSep 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees37
Clients0
DateJul 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees37
Clients0
DateJun 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees37
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees37
Clients0
DateNov 2023
Total AUM$926.2M
Discretionary$926.2M
Non-Disc.$0
Employees42
Clients0
DateAug 2023
Total AUM$926.2M
Discretionary$926.2M
Non-Disc.$0
Employees42
Clients0
DateJan 2023
Total AUM$926.2M
Discretionary$926.2M
Non-Disc.$0
Employees42
Clients0
DateOct 2022
Total AUM$790.4M
Discretionary$790.4M
Non-Disc.$0
Employees42
Clients0
DateAug 2022
Total AUM$790.4M
Discretionary$790.4M
Non-Disc.$0
Employees15
Clients0
DateMay 2022
Total AUM$616.8M
Discretionary$616.8M
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$616.8M
Discretionary$616.8M
Non-Disc.$0
Employees16
Clients0
DateDec 2021
Total AUM$321.7M
Discretionary$321.7M
Non-Disc.$0
Employees12
Clients0
DateDec 2021
Total AUM$321.7M
Discretionary$321.7M
Non-Disc.$0
Employees12
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0