West Des Moines, IA Office

Team
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Private Wealth Asset Management logo

Private Wealth Asset Management

Team

Firm-wide stats for Private Wealth Asset Management

Total advisors

22

Across 7 offices

Clients per advisor

25 Very Low

Avg AUM per client

$4,513,881 Very High

HNW client ratio

73% Very High

About

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

Expertise

Wealth management Real estate investing

Based on Private Wealth Asset Management

Location

315 5th St., Ste. 200

West Des Moines IA 50265

Advisors at this office

4

Advisors at this office

user avatar

David A

Series 66, Series 65

West Des Moines, IA

Private Wealth Asset Management

David Arens is a financial advisor at Private Wealth Asset Management with 13 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA, accumulating a total of 17 years in related roles. Arens holds Series 65 and Series 66 licenses. He serves on several early childhood education boards in Iowa, including the State Board for Early Childhood and the Polk County Early Childhood board, and participates in the Governor’s Early Childhood Taskforce. Private Wealth Asset Management provides investment advisory and wealth management services to individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans. The firm utilizes a combination of quantitative, fundamental, technical, and economic analysis with a focus on strategic asset allocation and tactical adjustments.

Wealth management Real estate investing
user avatar

Michael L

Series 66

West Des Moines, IA

Private Wealth Asset Management

Michael Leabo is a financial advisor at Private Wealth Asset Management with a Series 66 designation and four years of industry experience. He previously worked at LPL Financial, IH Mississippi Valley Credit Union, and the Department of Veterans Affairs. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, and retirement plans, offering investment advisory and wealth management services. The firm utilizes a combination of quantitative, fundamental, technical, and economic analysis to manage portfolios, often employing discretionary management and access to alternative investments.

Wealth management Real estate investing
user avatar

Brett H

CFA®, Series 66

West Des Moines, IA

Private Wealth Asset Management

Brett Halley is a financial advisor at Private Wealth Asset Management in West Des Moines, IA, holding CFA® and Series 66 designations with five years of industry experience. He previously worked at Wells Fargo Investments, LLC for 19 years before joining his current firm in 2021. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, and retirement plans by offering investment advisory and wealth management services. The firm employs a multi-disciplinary investment process emphasizing strategic asset allocation with tactical adjustments and provides access to private placements and alternative investments.

Wealth management Real estate investing
user avatar

Madison V

Series 65

West Des Moines, IA

Private Wealth Asset Management

Madison Vestweber is a financial advisor at Private Wealth Asset Management with a Series 65 credential and one year of industry experience. Prior to joining Private Wealth Asset Management, Madison worked at The 20 MSP and has a background that includes academic roles at the University of Iowa and John F. Kennedy High School. Private Wealth Asset Management serves a diverse client base including individuals, family offices, trusts, and nonprofit organizations, managing approximately $1.85 billion in discretionary assets. The firm employs a strategic asset allocation approach supported by quantitative, fundamental, and technical analysis, and offers specialized services such as oil and gas holdings management and business transition planning.

Wealth management Real estate investing
View complete list of advisors at this office
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