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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-12-2021
- Office Locations
- 7
Office Locations
About Private Wealth Asset Management
Private Wealth Asset Management is a Omaha-based RIA with 7 offices. The firm has been operating for 5 years. Managing $2.5B in total assets under management, with 22 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 31, 2025 and April 13, 2026, reported AUM increased 36.4%, from $1.8B to $2.5B.
Across 5 reported observations, AUM increased 219.2% between October 25, 2022 and April 13, 2026, from $790.4M to $2.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 22 advisory representatives and 559 clients, or 25.4 clients per representative. That equates to $4.5M in reported AUM per client.
The profile lists 7 reported office locations and 5 years in operation. The source data was last updated on April 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Private Wealth Asset Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WENDY MARIE Brekken
President
- CRD
- #2954086
- Ownership
- Less than 5%
KIMBERLY LYNN CAPPELLANO
Chief Executive Officer, Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Michelle DaRee Acton
Partner
- CRD
- #7518840
DAVID EDWARD ARENS
President
- CRD
- #4873788
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,523,259,243 | $1,112,548 |
| Non-Discretionary | $0 | -- |
| Total | $2,523,259,243 | $1,112,548 |
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Separately Managed Accounts
SMA allocation detail is available
Private Wealth Asset Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Private Wealth Asset Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.