Private Wealth Asset Management, LLC
Private Wealth Asset Management, LLC is a US-based wealth management and SEC-registered investment adviser headquartered in Omaha, Nebraska. Founded in 2011, the firm has 37 employees and manages assets primarily for high net worth individuals, with over 1,800 accounts under management. Their clientele consists predominantly of high net worth individuals, to whom they provide comprehensive and personalized asset management, financial planning, tax, and retirement solutions. The firm specializes in advisory services that quarterback all facets of client wealth management, leveraging a team-based approach to coordinate every moving piece of the portfolio and long-term strategy.
Investment Strategy
Private Wealth Asset Management employs a customized, team-driven approach focused on long-term wealth preservation and growth for families, endowments, and foundations. They offer discretionary advisory services tailored to clients' individual needs, utilizing diversified portfolios with both growth and income investments including significant holdings in large-cap equities such as Microsoft, Apple, and major financial and industrial firms. The firm coordinates planning in cash flow, tax, and retirement alongside investment management, emphasizing full transparency, communication among trusted advisors, and a holistic view of all client assets and goals.
Top Holdings
Equity Positions (1,067)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES TRUST CORE MSCI EAFE ETF | 7.36% | $55.5M | 664,318 | $75.99 | $83.48 | +$7.4M |
I IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 7.24% | $54.6M | 909,155 | $54.06 | $60.03 | +$6.3M |
I IJH | ISHARES CORE S&P MID-CAP ETF | 6.80% | $51.3M | 826,582 | $58.40 | $62.02 | +$3.8M |
I IVV | ISHARES CORE S&P 500 ETF | 5.55% | $41.8M | 67,300 | $567.70 | $620.90 | +$7.7M |
B BRK-B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 3.60% | $27.1M | 55,769 | $532.58 | $485.77 | -$3.4M |