Private Wealth Asset Management
Private Wealth Asset Management, LLC
Private Wealth Asset Management provides asset management services US-wide. Contact us today to schedule an appointment now!
privatewealth.com · Omaha, NE
Funding event
The round itself, as filedInferred stageSeed
Sold of offered$5.7M of $5.7M
Filed2026-08-21
Days since filing43
- Exemption claimed
- Rule 506(b)
- First-ever Form D
- No
- Date of first sale
- 2026-07-31
Investors
No investors named: Form D does not list them
Officers on the filing
Names and roles as filed; addresses are never stored- Kimberly CappellanoExecutive Officer
- Wendy BrekkenExecutive Officer
Health flags
Three flags, each with the raw inputs behind it · as of 2026-10-03UndersubscribedNot flagged100% sold2.1 months since first sale
Prior raiseNot flaggedPrior raise not known—
AmendedNot flaggedNo amendmentNo D/A on file
Open roles
On the employer's own careers page · checked 2026-09-210
Pre-posting windowNot enough dataShown once this sector and stage have 20 observed lags from filing to first posting.
No open roles foundWe read careers pages daily.
Also raised in Fintech
Same sector, 28 days to 2026-10-04RiskScout (formerly VeriLeaf)Seed · $4.5M of $5.0M · Austin, TXQuietHomewardSeries D · $120M · Austin, TXQuiet
19 rounds in Fintech in the 28 days to 2026-10-02, against 26 in the 28 days before.