Private Wealth Asset Management, LLC
New Filing
CIK: 0001883006·Other Banking and Financial Services·DELAWARE·Filed: Apr 4, 2023
Total Offering
$7,400,208
Amount Sold
$3,000,000
Investors
1
First Sale
Mar 24, 2023
Offering Details
- Type
- Equity
- Exemptions
- Rule 506(b)
- Entity Type
- Limited Liability Company
- Year Incorporated
- 2021
- Non-Accredited Investors
- No
Related Persons
| Name | Role |
|---|---|
| Jeffrey H. Shipley | Related Person |
| Kim Cappellano | Related Person |
| David Tawil | Related Person |
| Maxwell Smith | Related Person |
| Timothy Kneen | Related Person |
| Bryan Johnson | Related Person |
| Heather Vestweber | Related Person |
| Dave Arens | Related Person |
| Brett Halley | Related Person |
| Debra Wilkens | Related Person |
| Chris Casey | Related Person |
| David Holtorf | Related Person |
| Russell Samples | Related Person |
| Rodney Kleman | Related Person |
| Melissa Clines | Related Person |
| Julie Wagner | Related Person |
| Bryan Frazier | Related Person |
Company
SEC Filing
0001883006-23-000002
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