0001883006-23-000001.txt : 20230317 0001883006-23-000001.hdr.sgml : 20230317 20230317143554 ACCESSION NUMBER: 0001883006-23-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20230317 DATE AS OF CHANGE: 20230317 EFFECTIVENESS DATE: 20230317 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Private Wealth Asset Management, LLC CENTRAL INDEX KEY: 0001883006 IRS NUMBER: 870935275 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-476212 FILM NUMBER: 23742023 BUSINESS ADDRESS: STREET 1: 411 6TH AVENUE SE STREET 2: STE. 360 CITY: CEDAR RAPIDS STATE: IA ZIP: 52401 BUSINESS PHONE: 3193086600 MAIL ADDRESS: STREET 1: 411 6TH AVENUE SE STREET 2: STE. 360 CITY: CEDAR RAPIDS STATE: IA ZIP: 52401 D 1 primary_doc.xml X0708 D LIVE 0001883006 Private Wealth Asset Management, LLC 411 6TH AVENUE SE STE. 360 CEDAR RAPIDS IA IOWA 52401 3193086600 DELAWARE None None Limited Liability Company true 2021 Jeffrey H. Shipley 26155 Sweetbriar Trail Evergreen CO COLORADO 80439 Executive Officer Director Promoter Member of the Board of Managers of PWAM Advisor Partners, LLC, the sole manager of the Issuer Kim Cappellano 103 SW 3rd St. Apartment 343 Des Moines IA IOWA 50309 Executive Officer Director Member of the Board of Managers of PWAM Advisor Partners, LLC, the sole manager of the Issuer David Tawil 374 Regent Circle San Antonio TX TEXAS 78231 Executive Officer Director Member of the Board of Managers of PWAM Advisor Partners, LLC, the sole manager of the Issuer Maxwell Smith 900 Second Street #305 Cedar Rapids IA IOWA 52401 Executive Officer Director Member of the Board of Managers of PWAM Advisor Partners, LLC, the sole manager of the Issuer Timothy Kneen 8400 Witez Court Parker CO COLORADO 80134 Director Promoter Member of the Board of Managers of PWAM Advisor Partners, LLC, the sole manager of the Issuer Bryan Johnson 25015 Chicago St. Waterloo NE NEBRASKA 68069 Executive Officer Director Member of the Board of Managers of PWAM Advisor Partners, LLC, the sole manager of the Issuer Heather Vestweber 6017 Ushers Ridge Ct. NE Cedar Rapids IA IOWA 52411 Executive Officer Dave Arens 2912 Eula Dr. Urbandale IA IOWA 50322 Executive Officer Brett Halley 31353 Booneville Road Booneville IA IOWA 50038 Executive Officer Debra Wilkens 7101 Brick Slope Path Austin TX TEXAS 78744 Executive Officer Chris Casey 3913 Riverside Dr. Cedar Rapids IA IOWA 52411 Executive Officer David Holtorf 7606 N. 156th Ave. Bennington NE NEBRASKA 68007 Executive Officer Russell Samples 1312 Livoro Dr. Rockwell TX TEXAS 75032 Executive Officer Rodney Kleman 901B Tradewinds Blvd. Midland TX TEXAS 79706 Executive Officer Melissa Clines 315 5th St. Ste. 200 West Des Moines IA IOWA 50265 Executive Officer Julie Wagner 315 5th St. Ste. 200 West Des Moines IA IOWA 50265 Executive Officer Bryan Frazier 901B Tradewinds Blvd. Midland TX TEXAS 79706 Executive Officer Other Banking and Financial Services Decline to Disclose 06b false 2022-07-29 false true false 6337 6400370 6400000 370 No further securities will be sold. false 16 0 0 1472000 true false Private Wealth Asset Management, LLC Jeffrey H. Shipley Jeffrey H. Shipley Manager 2023-03-17