Who Just RaisedOmaha, NE · Financial Services · Form D filed Aug 21, 2026
Private Wealth Asset Management, LLC raised $5.7M
Private Wealth Asset Management, LLC is a financial services company based in Omaha, Nebraska. In a Form D filed with the SEC on August 21, 2026, it reported raising $5,651,889 from 18 investors as part of an offering of up to $5,651,889. The first sale in the offering took place on July 31, 2026.
- 4th Form D since 2021. Earlier new notices: Apr 4, 2023 · Mar 17, 2023 · Sep 15, 2021. All filings on EDGAR
$21.1M raised since 2020
4 Form D offerings, as reported to the SEC, the first in Sep 15, 2021. Amendments update a round; they aren't counted twice.
| Filed | Sold | Offering size | Investors |
|---|---|---|---|
| Aug 21, 2026 | $5.7M | $5.7M | 18 |
| Apr 4, 2023 | $3M | $7.4M | 1 |
| Mar 17, 2023 | $6.4M | $6.4M | 16 |
| Sep 15, 2021 | $6.1M | $12.8M | 10 |
Lead score
11 out of 100
budget to spend
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Filing details
- Amount raised
- $5,651,889
- Offering size
- $5,651,889
- Investors so far
- 18
- Minimum investment
- $250,000
- First sale
- July 31, 2026
- Securities offered
- Debt
- Exemption claimed
- Rule 506(b)
- Industry
- Financial Services
- Headquarters
- Omaha, Nebraska
- Incorporated
- Delaware, 2021
- Entity type
- Limited Liability Company
Filings
| Filed | Form | Raised | Offering size | Investors | Source |
|---|---|---|---|---|---|
| D (new notice) | $5,651,889 | $5,651,889 | 18 | SEC filing |
Figures come from the company's own filing with the SEC and are shown as reported. How to read a Form D.
Updated · Raises in the week of Aug 17, 2026 · Raises in Nebraska · August 2026 funding report
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