Zachary Blackwell Ritchey

Employer firm

Private Wealth Asset Management CRD 315819

$2.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• 401K ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 01/2017
  Lpl Financial Llc
  Omaha, NE
• 01/2015 → 07/2019
  Cwm, Llc
  Omaha, NE
• 01/2017 → 07/2019
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2019 → 03/2023
  Wells Fargo Clearing Services
  Omaha, NE
• 08/2019 → 03/2023
  Wells Fargo Bank
  Omaha, NE
• 03/2023 → Present
  Private Wealth Asset Management
  Omaha, NE

Previous Registrations

• 2019-10-08 → 2023-03-16
  Wells Fargo Clearing Services, Llc
  Tarpon Springs, FL
  Omaha, NE
  Omaha, NE
• 2015-09-08 → 2019-10-02
  Cwm, Llc
  Omaha, NE

Other Businesses

PRIVATE WEALTH ASSET MANAGEMENT; NON INVESTMENT-RELATED; 411 6TH AVENUE SE, SUITE 360, CEDAR RAPIDS, IA 52401; INSURANCE; LICENSED INSURANCE AGENT; 03/2024;10 HRS/MONTH; 10 HRS/DURING TRADING HOURS; SALES OF SICKNESS, ACCIDENT AND HEALTH INSURANCE, LIFE AND ANNUITIES.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-05

Designations

• Certified Financial Planner

Other Names

• Zachary Blackwell Ritchey
• Zachary Ritchey