Managing Member · Private Wealth Asset Management
Robert A. Foster
CRD 7995984 · 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 Robert A. Foster on its Form ADV as Managing Member.
Firms and roles
- Private Wealth Asset ManagementManaging MemberWealth manager · Omaha, NE · $2.5B in regulatory assets
AtlasMembers
Robert’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
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kimberly L. CappellanoChief Executive Officer, Private Wealth Asset Management
- 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 Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.