Private Wealth Asset Management

Firm record

As recorded in SEC IAPD

Firm CRD

315819

SEC number

801-122065

Firm type

RIA

Assets under management

$2.5B as of Apr 13, 2026

Website

www.linkedin.com/company/private-wealth-asset-management ↗

Phone

402-227-4208

Address

1100 Capitol Avenue, Omaha, NE, 68102

Advisors at this firm

22 in our index · page 1 of 1

• David Edward ArensCRD 4873788 · West Des Moines, IA
  IA Registered
• Michelle Daree ActonCRD 7518840 · Midland, TX
  IA Registered
• Wendy Marie BrekkenCRD 2954086 · Inver Grove Heights, MN
  IA Registered
• Christine Marie CaseyCRD 2614698 · Cedar Rapids, IA
  IA Registered
• Deanna Lynn ConnellCRD 1767208 · Omaha, NE
  IA RegisteredRegistration inactive
• Timothy Edward DurbinCRD 6220469 · St. Louis, MO
  IA Registered
• Gayle Ann FincherCRD 7518875 · Midland, TX
  IA Registered
• Benjamin Daniel GoethelCRD 6323941 · Omaha, NE
  IA Registered
• Brett Warren HalleyCRD 4204886 · West Des Moines, IA
  IA Registered
• David Michael HillnerCRD 6394359 · San Antonio, TX
  IA RegisteredRegistration inactive
• David Don HoltorfCRD 4841393 · Omaha, NE
  IA RegisteredRegistration inactive
• Bryan JarmanCRD 3190526 · Midland, TX
  IA Registered
• Michael LeaboCRD 7302238 · West Des Moines, IA
  IA RegisteredRegistration inactive
• Hayden Richard PassmoreCRD 8239527 · Cedar Rapids, IA
  IA Registered
• Zachary Blackwell RitcheyCRD 6436704 · Omaha, NE
  IA RegisteredRegistration inactive
• Russell Wayne SamplesCRD 2479870 · San Antonio, TX
  IA Registered
  Disclosure event(s) on record
• Tyler Richard SchlumpfCRD 5022601 · Omaha, NE
  IA RegisteredRegistration inactive
• Jeffrey H SteinerCRD 7702758 · St. Louis, MO
  IA Registered
• David A TawilCRD 4226340 · San Antonio, TX
  IA Registered
• Heather Fortune VestweberCRD 4494928 · Cedar Rapids, IA
  IA RegisteredRegistration inactive
• Madison Ann VestweberCRD 8168132 · West Des Moines, IA
  IA Registered
• Debra Marie WilkensCRD 5344412 · San Anthonio, TX
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.