Data / Form D filings / Private Wealth Asset Management, LLC
Private Wealth Asset Management, LLC: Form D filings
Private Wealth Asset Management, LLC, a financial services company in Omaha, NE, filed 4 Form D notices with the SEC between 2021 and 2026. The latest, on August 21, 2026, reports $5.7 million sold of a $5.7 million offering to 18 investors.
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Company details from the filing
- Address
- 1100 CAPITOL AVENUE SUITE 200, Omaha, NE, 68102
- Phone
- (402) 227-4208
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Year incorporated
- 2021
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1883006
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | New notice | $5,651,889 | $5,651,889 | 18 | Jul 31, 2026 | sec.gov | |
| Apr 4, 2023 | New notice | $7,400,208 | $3,000,000 | $4,400,208 | 1 | Mar 24, 2023 | sec.gov |
| Mar 17, 2023 | New notice | $6,400,370 | $6,400,000 | $370 | 16 | Jul 29, 2022 | sec.gov |
| Sep 15, 2021 | New notice | $12,800,000 | $6,069,647 | $6,730,353 | 10 | Sep 3, 2021 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Kimberly Cappellano | Executive Officer | |
| Wendy Brekken | Executive Officer |
Every Form D from the week of Aug 17, 2026 · All recent filings in Nebraska · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Private Wealth Asset Management, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.