Private Wealth Asset Management

Private Wealth Asset Management (CRD# 315819) is a financial advisory firm headquartered in Omaha, NE. They manage $1,607,575,640 in 1,781 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,608
    MILLION
  • Total Number of Accounts
    1,781
    ACCOUNTS
  • Average Account Value
    $902,625
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, MO, NE, TX

Financial Advisors at Private Wealth Asset Management
Showing 1 - 10 of 19 top financial advisors.
1
Deanna L. Connell
CRD#: 1767208
2111 S. 67th St., #320, Omaha, NE 68106

Deanna Connell (CRD# 1767208) is an Investment Advisor Representative working at Private Wealth Asset Management in Omaha, NE and has over 29 years of experience in the finance industry.

2
Aaron B. Curry
CRD#: 5841844
901b Tradewinds Blvd, Midland, TX 79706

Aaron Curry (CRD# 5841844) is an Investment Advisor Representative working at Private Wealth Asset Management in Midland, TX and has over 9 years of experience in the finance industry.

3
David D. Holtorf
CRD#: 4841393
2111 S. 67th Street, #320, Omaha, NE 68106

David Holtorf (CRD# 4841393) is an Investment Advisor Representative working at Private Wealth Asset Management in Omaha, NE and has over 19 years of experience in the finance industry.

4
Ryan E. Nielsen
CRD#: 5721424
1901 Howard Street, Suite 312, Omaha, NE 50265

Ryan Nielsen (CRD# 5721424) is an Investment Advisor Representative working at Private Wealth Asset Management in Omaha, NE and has over 13 years of experience in the finance industry.

5
Heather F. Vestweber
CRD#: 4494928
1901 Howard Street, Suite 312, Omaha, NE 50265

Heather Vestweber (CRD# 4494928) is an Investment Advisor Representative working at Private Wealth Asset Management in Omaha, NE and has over 22 years of experience in the finance industry.

6
Michelle D. Acton
CRD#: 7518840
1901 Howard Street, Suite 312, Omaha, NE 50265

Michelle Acton (CRD# 7518840) is an Investment Advisor Representative working at Private Wealth Asset Management in Omaha, NE and has 1 year of experience in the finance industry.

7
David E. Arens
CRD#: 4873788
5000 Westown Parkway, #440, West Des Moines, IA 50266

David Arens (CRD# 4873788) is an Investment Advisor Representative working at Private Wealth Asset Management in West Des Moines, IA and has over 18 years of experience in the finance industry.

8
Christine M. Casey
CRD#: 2614698
1901 Howard Street, Suite 312, Omaha, NE 50265

Christine Casey (CRD# 2614698) is an Investment Advisor Representative working at Private Wealth Asset Management in Omaha, NE and has over 28 years of experience in the finance industry.

9
Gayle A. Fincher
CRD#: 7518875
1901 Howard Street, Suite 312, Omaha, NE 50265

Gayle Fincher (CRD# 7518875) is an Investment Advisor Representative working at Private Wealth Asset Management in Omaha, NE and has 1 year of experience in the finance industry.

10
Benjamin D. Goethel
CRD#: 6323941
1901 Howard Street, Omaha, NE 68102

Benjamin Goethel (CRD# 6323941) is an Investment Advisor Representative working at Private Wealth Asset Management in Omaha, NE and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.