What departments does Private Wealth Asset Management have?

Private Wealth Asset Management has employees across 3 departments including Entrepreneurship, Finance, Legal.

What is the largest department at Private Wealth Asset Management?

The largest department at Private Wealth Asset Management is Entrepreneurship with 1 employees.

Where are Private Wealth Asset Management employees located globally?

Private Wealth Asset Management has employees across 2 continents and 2 countries including Greece, United States Of America.

How has Private Wealth Asset Management's team size changed over time?

Private Wealth Asset Management's team has decreased from approximately 35 to 33 employees based on available data.

Private Wealth Asset Management Employee Directory

Financial ServicesIowa, United States11-50 Employees

Private Wealth Asset Management is an independent financial advisory firm that provides private wealth management services to high-net-worth individuals, families, and institutions. Its approach centers on delivering comprehensive, personalized advice through a team of experts across various disciplines, including fiduciary lending, specialty asset management, estate and wealth planning, estate services, insurance management, health care advisory, business transition planning, and tax management.
The firm serves a national client base with offices in Cedar Rapids, West Des Moines, Omaha, San Antonio, Midland, and Corpus Christi, and emphasizes fiduciary and holistic guidance to address complex financial needs. Based in Iowa and operating within the financial services sector, Private Wealth positions itself as an independent alternative aimed at better serving clients and team members. A notable recent development is the May 2024 merger with Oxford Harriman & Company, expanding its footprint in the market.

Private Wealth Asset Management Global Highlights

North America
42

United States Of America
42

Europe
1

Greece
1

Private Wealth Asset Management's Leadership

K. C.
Ceo
Mobile Phone
Email
M. R.
Chief Compliance Officer
Mobile Phone
Email
W. B.
President
Mobile Phone
Email
A. G.
Private Wealth Investment Partner
Mobile Phone
Email
H. V.
Founding Partner
Mobile Phone
Email
T. K.
Chairman Of The Board
Mobile Phone
Email

Private Wealth Asset Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Entrepreneurship
Other

Contact profiles from Private Wealth Asset Management

Name

Title

Contact

Location

Last Update

K. C.
Ceo
Mobile Phone
Email
Aug 28, 2026
W. B.
President
Mobile Phone
Email
Jun 24, 2026
A. G.
Private Wealth Investment Partner
Mobile Phone
Email
Greece
Mar 24, 2026
H. V.
Founding Partner
Mobile Phone
Email
Aug 28, 2026
T. K.
Chairman Of The Board
Mobile Phone
Email
Sep 01, 2026
M. R.
Chief Compliance Officer
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Private Wealth Asset Management known for?

Private Wealth Asset Management was founded in 2021 and operates in the Financial Services industry. Explore Private Wealth Asset Management's company overview page for more information.

What is Private Wealth Asset Management's most common email format?

Private Wealth Asset Management employees' email format typically follows the pattern of FirstL@privatewealth.com. Trying to find reliable and up-to-date employee contact data? Find more Private Wealth Asset Management email formats with LeadIQ.

How many employees does Private Wealth Asset Management have currently?

Private Wealth Asset Management has approximately 46 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Private Wealth Asset Management's key employees and leadership?

As of August 2026, Private Wealth Asset Management's key employees include:

Ceo: K. C.
Chief Compliance Officer: M. R.
President: W. B.
Private Wealth Investment Partner: A. G.
Founding Partner: H. V.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Private Wealth Asset Management Employee Directory

Find Private Wealth Asset Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead