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Private Wealth Asset Management CRD 315819
$2.52B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-31 |
Branch Locations
901B Tradewinds Blvd., Midland, TX 79706 • United States
1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Midland | TX | 11/2012 | 12/2021 |
| Wells Fargo Clearing Services | Midland | TX | 02/2021 | 12/2021 |
| Private Wealth Asset Management | Midland | TX | 01/2022 | Present |
1) THE DRAGONFLY; NON INVESTMENT-RELATED; 254 CR 20 SOUTH FORD, CO 81154; SHORT TERM RENTAL PROPERTY WITH PERSONAL USE; SOLE PROPRIETOR; 01/03/2022; 1 HR/MONTH; ZERO HOURS DURING TRADING HOURS. 2) AZTEX OIL AND GAS LLC; NON INVESTMENT-RELATED; 5501 HILLCREST, MIDLAND, TX 79707; CO-INVEST IN OIL AND GAS MINERAL INTERESTS WITH FRIENDS AND FAMILY; PARTNER; 01/26/2024; 1 HR/MONTH; ZERO HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-05-06 |
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