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SEC Form D · filed April 4, 2023

Private Wealth Asset Management, LLC

Offering
$7.4M
Sold
$3.0M
Exemption
Rule 506(b)
Industry
Other Banking and Financial Services
Location
CEDAR RAPIDS, IA
Type

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (51)

Dave H. Arens · Urbandale, IAExecTimothy H. Kneen · Parker, CODirector · PromoterRodney H. Kleman · Midland, TXExecRussell H. Samples · Rockwell, TXExecBrett H. Halley · Booneville, IAExecKim H. Cappellano · Des Moines, IAExec · DirectorBryan H. Johnson · Waterloo, NEExec · DirectorMelissa H. Clines · West Des Moines, IAExecJulie H. Wagner · West Des Moines, IAExecJeffrey H. Shipley · Evergreen, COExec · Director · PromoterDavid H. Tawil · San Antonio, TXExec · DirectorMaxwell H. Smith · Cedar Rapids, IAExec · DirectorBryan H. Frazier · Midland, TXExecDebra H. Wilkens · Austin, TXExecDavid H. Holtorf · Bennington, NEExecChris H. Casey · Cedar Rapids, IAExecHeather H. Vestweber · Cedar Rapids, IAExecBrent H. Layton · Newport Beach, CAExecColin Ingram · New York, NYExecRobin H. Richards · Newport Beach, CAExecBarton S. Foster · SAN FRANCISCO, CADirector · PromoterKirk Sanford · Houston, TXExec · DirectorSabrina H. Horn · Newport Beach, CAExecGerald H. Stahlecker · Conshohocken, PAExecMichael Forestner · Washington, D.C., Washington, D.C.Exec · Director · PromoterWilliam H. Mccomb · Conshohocken, PAExecEG Capital GP · Port-Louis, O4ExecMaxwell Bernard · Chicago, ILExecArmando M. Gamboa · Chicago, ILExecJames H. Hudziak · Newport Beach, CAExec · DirectorRonald J. Degraaf · Laren, P7ExecGerry Mcnally · Conshohocken, PAExec · DirectorJohn Mcdonagh · Conschohocken, PAExec · DirectorEdward H. Goodwin, Iii · Conshohocken, PAExecRichard D. Callahan · Portland, ORDirector · PromoterFrederick J. Pollock · Chicago, ILExecSteve Mandell · CHICAGO, ILExecStuart Alexander · CHICAGO, ILExecSteven Gintowt · CHICAGO, ILExecBrennan Schlagbaum · Arlington, TXExec · DirectorAlexa D'Agostino · CHICAGO, ILExec · DirectorMichael E. Ciklin · Scottsdale, AZExecMichael D. Perini · Scottsdale, AZExecAnthony H. Robbins · Orlando, FLExec · Director · PromoterDr. B.K. T. Modi · Orlando, FLExecJ. T. Geatz · Orlando, FLExecRobert T. Hariri, Md · Orlando, FLExec · DirectorPeter H. Diamandis, Md · Orlando, FLExecWilliam K. Kapp, Iii, Md · Orlando, FLExecMartin T. Weigold · Orlando, FLExecSam T. Evans · Orlando, FLExec · Director

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗