Chief Executive Officer · Private Wealth Asset Management
Kimberly L. Cappellano
CRD 7345119 · Named on Form ADV at one SEC-registered adviser
At a glance
Private Wealth Asset Management, an SEC-registered wealth manager based in Omaha, NE with $2.5 billion in regulatory assets, lists Kimberly L. Cappellano on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Private Wealth Asset ManagementChief Executive OfficerWealth manager · Omaha, NE · $2.5B in regulatory assets
AtlasMembers
Kimberly’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Brett W. HalleyChief Investment Officer, Private Wealth Asset Management
- WENDY M. BrekkenPresident, Private Wealth Asset Management
- Matthew P. MurrayChief Compliance Officer, Private Wealth Asset Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kimberly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.