Private Wealth Asset Management, LLC
Omaha, NE ยท Financial Services
Private Wealth Asset Management, LLC is a financial services company based in Omaha, Nebraska. In a Form D filed with the SEC on August 21, 2026, it reported raising $5,651,889 from 18 investors as part of an offering of up to $5,651,889. The first sale in the offering took place on July 31, 2026.
- Amount raised
- $5,651,889
- Offering size
- $5,651,889
- Investors so far
- 18
- Minimum investment
- $250,000
- First sale
- July 31, 2026
- Securities offered
- Debt
- Exemption claimed
- Rule 506(b)
- Industry
- Financial Services
- Headquarters
- Omaha, Nebraska
- Incorporated
- Delaware, 2021
- Entity type
- Limited Liability Company
Filings
| Filed | Form | Raised | Offering size | Investors | Source |
|---|---|---|---|---|---|
| D (new notice) | $5,651,889 | $5,651,889 | 18 | SEC filing |
Figures come from the company's own filing with the SEC and are shown as reported. How to read a Form D.
Other financial services raises in Nebraska
| Company | Location | Sector | Raised | Target | Filed |
|---|---|---|---|---|---|
| PBI Holdings, Inc. | Omaha, NE | Financial Services | $54.1M | $54.1M | |
| Lucid Insurance Group, LLC | Omaha, NE | Financial Services | $1M | $3M |