Inver Grove Heights, MN Office

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.