Allocator Index · CRD 315819

PRIVATE WEALTH ASSET MANAGEMENT

Omaha, NE · 402-227-4208 · linkedin.com/company/private-wealth-asset-management/

SEC IAPD record ↗

Fit score

58

aum $250M-$3.0B+22
hnw>=200+20
hnw_majority+8
employees 3-60+8

HNW clients

406

Other individuals

153

HNW assets

$2.46B

Total AUM

$2.52B

Employees

32

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.