$2.5B Total AUM
$2.5B Disc. AUM
40.5% 3Y CAGR
32 Employees
559 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- MatrixBridge +more
- Established Date
- 08-12-2021
- Office Locations
- 7
Office Locations
1 N. Brentwood Blvd. Suite 720a St. Louis MO
1100 Capitol Avenue Suite 200 Omaha NE
112 E. Pecan St. SAN Anthonio TX
About Private Wealth Asset Management
Private Wealth Asset Management is a Omaha-based RIA with 7 offices. The firm has been operating for 4 years. Managing $2.5B in total assets under management, with 22 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
47 AVG AGE
$114.7M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
3.2 yrs AVG TENURE
32 Employees
22 Advisory Reps
22 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Alpha Momentum focus Horizon element Element Foundation North vector Vertex
Client Personas
Catalyst insight Foundation foundation
CRM
Optima delta
Custodian
Beacon element Ember delta Momentum Unison ridge Frontier eagle Alpha crest Ridge Ridge zenith Legacy bridge Zenith harbor Zenith catalyst Ember Horizon Vector eagle Meridian pioneer Pioneer peak
Fund Managers
Meridian
Investment Themes
Legacy Harbor harbor Value Value Summit insight
Investment Vehicles
Quantum Horizon quantum
Platform
Momentum Atlas
Services
Matrix Vertex element Bridge Prime frontier Beacon quantum Frontier Ember beacon Momentum fusion Atlas glacier Optima Legacy north Foundation focus
Technology
Foundation alpha Radial Value pioneer Atlas Fusion frontier
Owner & Executives
WENDY MARIE Brekken
President
- CRD
- #2954086
- Ownership
- Less than 5%
(735) 631-1377
pioneer.radial@legacycapital.com
in linkedin.com/in/frontier-eagle
KIMBERLY LYNN CAPPELLANO
Chief Executive Officer, Partner
- CRD
- --
- Ownership
- Less than 5%
(880) 486-1720
fusion.oak@embercapital.com
in linkedin.com/in/element-insight
B
Beacon legacy
Eagle ridge vertex
- CRD
- #78475
- Ownership
- 18.0%
(461) 533-1236
atlas.alpha@summitcapital.com
in linkedin.com/in/alpha-optima
Showing 2 of 4 owners & executives
Unlock allContacts
Michelle DaRee Acton
Partner
- CRD
- #7518840
(861) 486-9025
matrix.pathway@pathwaycapital.com
in linkedin.com/in/foundation-fusion
DAVID EDWARD ARENS
President
- CRD
- #4873788
(703) 489-2328
vital.optima@eaglecapital.com
in linkedin.com/in/quantum-peak
C
Catalyst eagle
Peak fusion crest
- CRD
- #83861
(249) 339-7629
summit.matrix@peakcapital.com
in linkedin.com/in/eagle-foundation
Showing 2 of 25 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $2,523,259,243
Equity - Exchange:
13.1% Public Funds:
23.8% Municipal Bonds:
9.5% Cash:
7.1% Private Funds:
5.2% Corporate - Investment Grade:
19.0% U.S. Government/Agency:
22.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $258,548,564 | 13.1% |
| Public Funds | $469,729,452 | 23.8% |
| Municipal Bonds | $187,497,050 | 9.5% |
| Cash | $140,129,374 | 7.1% |
| Private Funds | $102,629,964 | 5.2% |
| Corporate - Investment Grade | $374,994,100 | 19.0% |
| U.S. Government/Agency | $440,124,654 | 22.3% |
| Total | $1,973,653,158 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS CAPITAL FOUNDATION | FOUNDATION UNISON | DCYH143TZ | UVZ | 0.86% | $56,150,911 |
| OAK CAPITAL HARBOR | TIMBER CATALYST | 3TN527PG4 | TKJUZ | 4.52% | $67,204,216 |
| NORTH VALUE | TIMBER ELEMENT | DUV2M6DJH | JZW | 6.53% | $24,403,639 |
| FOCUS DELTA FUSION | VERTEX RIDGE | ZLQ33Z977 | EMP | 5.34% | $73,371,136 |
| GLACIER PRIME | CREST VECTOR | TJ14EXXN9 | MBWVA | 7.00% | $41,193,598 |
| HARBOR CAPITAL | BEACON ATLAS | C796TY0U1 | SCB | 6.87% | $8,016,435 |
| PEAK TIMBER ELEMENT | TIMBER OAK | VU6BI9DNA | YSI | 12.04% | $86,594,051 |
| INSIGHT TIMBER | ATLAS RIDGE | 5MK5JS4XK | FCS | 5.64% | $22,455,986 |