PWAM ADVISOR PARTNERS, LLC

Profile

Company Names

PWAM ADVISOR PARTNERS, 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:

$69,647.00

Number of Funding Rounds:

1
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
1
2021-09-03 
$69,647.00 
$100,000.00 
$30,353.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
TIMOTHY 
 
KNEEN 
EXECUTIVE OFFICER, DIRECTOR, PROMOTER
PRIVATE WEALTH ASSET MANAGEMENT, LLC   |  PWAM ADVISOR PARTNERS, LLC   |  VRS OZ FUND II, LLC   |  FIDELIS CAPITAL PARTNERS, LLC   |  CRUSH SOFTWARE SOLUTIONS, LLC
JEFFREY 
H. 
SHIPLEY 
EXECUTIVE OFFICER, DIRECTOR, PROMOTER
PRIVATE WEALTH ASSET MANAGEMENT, LLC   |  PWAM ADVISOR PARTNERS, LLC
MAXWELL 
T. 
SMITH 
EXECUTIVE OFFICER, DIRECTOR
PRIVATE WEALTH ASSET MANAGEMENT, LLC   |  PWAM ADVISOR PARTNERS, LLC
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2021-09-15
D
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2021-09-03 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#