Private Wealth Asset Management, LLC of CEDAR RAPIDS, IA, a company, filed a Form D exempt-offering notice with the SEC on 2023-04-04. The offering totals $7.4M, of which $3.0M was reported sold. Industry: Other Banking and Financial Services.
Showing 25 of 27 people.
| Name | Role | Location |
|---|---|---|
| Kim H Cappellano | Director | Des Moines, IA |
| Bryan H Johnson | Director | Waterloo, NE |
| Timothy H Kneen | Director | Parker, CO |
| Jeffrey H Shipley | Director | Evergreen, CO |
| Maxwell H Smith | Director | Tampa, FL |
| David H Tawil | Director | San Antonio, TX |
| Dave H Arens | Executive Officer | Urbandale, IA |
| Kim H Cappellano | Executive Officer | Des Moines, IA |
| Chris H Casey | Executive Officer | Cedar Rapids, IA |
| Melissa H Clines | Executive Officer | West Des Moines, IA |
| Bryan H Frazier | Executive Officer | Midland, TX |
| Brett H Halley | Executive Officer | Booneville, IA |
| David H Holtorf | Executive Officer | Bennington, NE |
| Bryan H Johnson | Executive Officer | Waterloo, NE |
| Rodney H Kleman | Executive Officer | Midland, TX |
| Russell H Samples | Executive Officer | Rockwell, TX |
| Jeffrey H Shipley | Executive Officer | Evergreen, CO |
| Maxwell H Smith | Executive Officer | Tampa, FL |
| David H Tawil | Executive Officer | San Antonio, TX |
| Heather H Vestweber | Executive Officer | Cedar Rapids, IA |
| Julie H Wagner | Executive Officer | West Des Moines, IA |
| Debra H Wilkens | Executive Officer | Austin, TX |
| Timothy H Kneen | Promoter | Parker, CO |
| Jeffrey H Shipley | Promoter | Evergreen, CO |
| Timothy H Kneen | Executive Officer | Parker, CO |
| Filed | Form | Offering | Sold |
|---|---|---|---|
| 2023-03-17 | D | $6.4M | $6.4M |
| 2021-09-15 | D | $12.8M | $6.1M |