Private Wealth Asset Management Email Formats

Financial Services • Cedar Rapids, Iowa, United States • 21-50 Employees

Private Wealth Asset Management Email Formats

Private Wealth Asset Management uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@privatewealth.com), used 71.4% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@privatewealth.com	80.9%
{first name}{last name}	johndoe@privatewealth.com	19.1%

Key Contacts at Private Wealth Asset Management

Zac Ritchey

Partner, Managing Director - Lead Advisor

Russell Samples

Founding Partner/Managing Director

Tim Durbin

Partner, Managing Director

Kimberly Cappellano

Ceo

David A. Tawil

Founding Partner, Managing Director

David Hillner

Portfolio Manager - Director Of Investments

Marissa Bormann

Director Of Operations

Company overview

Headquarters	411 6th Ave SE, Suite 360, Cedar Rapids, Iowa 52401-2158, US
Phone number	+13193086600
Website	privatewealth.com
NAICS	52
Founded	2021
Employees	21-50
Socials

About Private Wealth Asset Management

Private Wealth Asset Management is an independent financial advisory firm offering private wealth management services to high-net-worth individuals, families and institutions. Private Wealth surrounds clients with a circle of services, delivered by financial subject matter experts from a wide range of disciplines to provide comprehensive advice and service, personalized to the needs of each client. The decision to launch as an independent firm was fueled by a desire to do better for both clients and team members. Private Wealth works with clients to identify custom solutions—including fiduciary lending, specialty asset management (oil and gas, alternative energy, farms and ranches), estate and generational wealth planning, trust and estate services, property & casualty insurance management, health care advisory, business transition planning, tax management and more. Founded by experienced wealth management professionals, Private Wealth believes clients in any size market deserve outstanding care and service. Private Wealth serves clients nationally and has offices in Cedar Rapids and West Des Moines, Iowa; Omaha, Nebraska; San Antonio, Midland, and Corpus Christi, Texas. To learn more about Private Wealth, visit privatewealth.com.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Founder/Owner

C-Suite

Employees by Department

Private Wealth Asset Management has 22 employees across 6 departments.

Departments

Number of employees

Funding Data

Explore Private Wealth Asset Management's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2023-05-04	1	$3,000,000

Funding Insights

$3,000,000

Total funding amount

$3,000,000

Most recent funding amount

Number of funding rounds

Private Wealth Asset Management Tech Stack

Discover the technologies and tools that power Private Wealth Asset Management's digital infrastructure, from frameworks to analytics platforms.

Astra

WordPress themes

Linkedin Ads

Advertising

PHP

Programming languages

Open Graph

Miscellaneous

Linkedin Insight Tag

Analytics

Flywheel

Hosting

WordPress

Blogs

Google Analytics

Analytics

MySQL

Databases

Elementor

Page builders

RSS

Miscellaneous

Priority Hints

Performance

Frequently asked questions

Private Wealth Asset Management is located in Cedar Rapids, Iowa, US.

You can reach Private Wealth Asset Management at +13193086600.

Private Wealth Asset Management was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Private Wealth Asset Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Private Wealth Asset Management has raised a total of $3,000,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.