Cedar Rapids, IA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Private Wealth Asset Management
Team
Firm-wide stats for Private Wealth Asset Management
Clients per advisor
25 Very LowAvg AUM per client
$4,513,881 Very HighHNW client ratio
73% Very HighAbout
Private Wealth Asset Management serves individuals (including high net worth clients), family offices, trusts, estates, philanthropic and other nonprofit organizations, and retirement plans. The firm offers investment advisory services (discretionary and non‑discretionary portfolio management and wealth management), plus non‑investment services such as business transition planning, oil & gas holdings management, and real estate asset management through third‑party partnerships.
The firm’s investment process combines quantitative, fundamental, technical and economic analysis and emphasizes strategic asset allocation with tactical adjustments when the Investment Committee identifies market dislocations. Private Wealth typically manages accounts on a discretionary basis, may allocate client assets to sub‑advisers or third‑party managers, and provides access to private placements and alternative investments as part of its investment solutions.
Compared with many peers, Private Wealth discloses a broader set of client offerings and business relationships: it reports over $2.5 billion in AUM, a multi‑office footprint (seven offices), and structures that include private placements and allocation to sub‑advisers or pooled vehicles. The brochure also discloses that some representatives are registered representatives of an unaffiliated broker‑dealer and that the firm and certain supervised persons are licensed insurance agents, with related disclosures about potential conflicts of interest and referral/marketing arrangements.
Based on Private Wealth Asset Management
Location
411 6th Ave. SE, Suite 360, Suite 360
Cedar Rapids IA 52401
Advisors at this office
3
Advisors at this office
Heather V
Series 66
Cedar Rapids, IA
Private Wealth Asset Management
Heather Vestweber is a financial advisor at Private Wealth Asset Management with 24 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. In addition to her advisory role, she is a licensed insurance agent involved in the sales of accident, health, and life insurance. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, focusing on strategic asset allocation supported by quantitative, fundamental, and technical analysis within a multi-advisor team structure.
Hayden P
Series 65
Cedar Rapids, IA
Private Wealth Asset Management
Hayden Passmore is a financial advisor at Private Wealth Asset Management in Cedar Rapids, IA, holding a Series 65 designation. He has experience at BMO and Farmer State Bank prior to joining his current firm in 2026. Private Wealth Asset Management serves individuals, family offices, trusts, philanthropic organizations, and retirement plans with a range of investment advisory and wealth management services. The firm combines quantitative, fundamental, technical, and economic analysis in its investment approach and manages over $2.5 billion in assets across seven offices.
Christine C
Series 63, Series 65
Cedar Rapids, IA
Private Wealth Asset Management
Christine Casey is a financial advisor with Private Wealth Asset Management in Cedar Rapids, IA, holding Series 63 and 65 licenses and eight years of industry experience. She previously worked at Wells Fargo Bank, Na for 27 years and Wells Fargo Clearing for one year before joining Private Wealth Asset Management in 2021. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofits, and retirement plans, offering discretionary and non-discretionary portfolio and wealth management services. The firm employs a multi-disciplinary investment process that includes quantitative, fundamental, technical, and economic analysis, with an emphasis on strategic asset allocation and tactical adjustments.
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