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PRIVATE ASSET MANAGEMENT INC

KIRKLAND, WA · CRD 108815 · IAPD ↗ · 425-213-1600

$109.5MRegulatory AUM
4Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — PRIVATE ASSET MANAGEMENT INC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2026 — PRIVATE ASSET MANAGEMENT INC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
June 2025 — PRIVATE ASSET MANAGEMENT INC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — PRIVATE ASSET MANAGEMENT INC reported RAUM down 38% ($168.9M -> $105.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
61
March 2024 — PRIVATE ASSET MANAGEMENT INC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.