PRIVATE WEALTH ASSET MANAGEMENT, LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 315819). Regulatory assets under management: $2.5B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Thomas D Klauer | MANAGING MEMBER | Walnut Creek, CA |
| Johnson Lee | CHIEF ADMINISTRATIVE OFFICER; CHIEF EXECUTIVE OFFICER | Taipei City 100, F5 |
| Matthew Paul Murray | CHIEF COMPLIANCE OFFICER | — |
| Melissa Jo Clines | CHIEF OPERATIONS OFFICER | — |
| Bryan Lee Johnson | CHIEF ADMINISTRATIVE OFFICER | — |
| Kimberly Lynn Cappellano | CHIEF EXECUTIVE OFFICER | — |
| Brett Warren Halley | CHIEF INVESTMENT OFFICER | — |
| Robert Andrew Foster | MANAGING MEMBER | — |
| Wendy Marie Brekken | PRESIDENT | — |
| WAGNER TERESA ANN | CHIEF COMPLIANCE OFFICER | — |
| FOSTER IAN ANDREW | MANAGING MEMBER | — |
| KNEEN TIMOTHY BARNARD | OWNER AND CHIEF COMPLIANCE OFFICER | — |
| SMITH PETER TYLER | CHIEF OPERATIONS OFFICER; DIRECT OWNER | — |
| CLINES MELISSA JO | CHIEF OPERATION OFFICER; CHIEF OPERATIONS OFFICER | — |
| ROTHCHILD MATTHEW DAVID | CHIEF COMPLIANCE OFFICER | — |
| Klauer Thomas D | INDIRECT, NON-CONTROLLING OWNER; MANAGING MEMBER | — |
| SHIPLEY JEFFREY HOWARD | OWNER | — |
| CAPPELLANO KIMBERLY LYNN | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | — |
| HALLEY BRETT WARREN | CHIEF INVESTMENT OFFICER | — |
| Brekken WENDY MARIE | PRESIDENT | — |