PRIVATE WEALTH ASSET MANAGEMENT, LLC
Profile
Company Names
PRIVATE WEALTH ASSET MANAGEMENT, LLC
Addresses
411 6TH AVENUE SE, STE. 360, CEDAR RAPIDS, IA 52401
Phone Numbers
3193086600
Entity Type:
LIMITED LIABILITY COMPANY
Industry:
OTHER BANKING AND FINANCIAL SERVICES
Year Incorporated:
2021
State Incorporated:
DELAWARE
Total Amount Raised:
$15,469,647.00
Number of Funding Rounds:
3
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
3
2023-03-24
$3,000,000.00
$7,400,208.00
$4,400,208.00
Equity
2
2022-07-29
$6,400,000.00
$6,400,370.00
$370.00
Equity
1
2021-09-03
$6,069,647.00
$12,800,000.00
$6,730,353.00
Equity, Debt
People
First Name
Middle Name
Last Name
Titles
Related Companies
BRYAN
JOHNSON
EXECUTIVE OFFICER, DIRECTOR
TIMOTHY
KNEEN
EXECUTIVE OFFICER, DIRECTOR, PROMOTER
JEFFREY
H.
SHIPLEY
EXECUTIVE OFFICER, DIRECTOR, PROMOTER
MAXWELL
SMITH
EXECUTIVE OFFICER, DIRECTOR
MAXWELL
T.
SMITH
EXECUTIVE OFFICER, DIRECTOR
DAVID
TAWIL
EXECUTIVE OFFICER, DIRECTOR
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
