← Tributary

PRIVATE WEALTH ASSET MANAGEMENT

OMAHA, NE · CRD 315819 · IAPD ↗ · 402-227-4208

$2.52BRegulatory AUM
22Advisory reps
32Employees
0Clients
1-10Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — PRIVATE WEALTH ASSET MANAGEMENT notice-filed in MD, MI, NC, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — PRIVATE WEALTH ASSET MANAGEMENT reported RAUM up 36% ($1.85B -> $2.52B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — PRIVATE WEALTH ASSET MANAGEMENT added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
October 2024 — PRIVATE WEALTH ASSET MANAGEMENT notice-filed in AZ, CA, CO, FL, IL, LA, NH, SC, TN, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2024 — PRIVATE WEALTH ASSET MANAGEMENT notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — PRIVATE WEALTH ASSET MANAGEMENT moved its main office from CEDAR RAPIDS, IA to OMAHA, NE.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
85
April 2024 — PRIVATE WEALTH ASSET MANAGEMENT crossed $1B in regulatory AUM ($926.2M -> $1.61B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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