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HV

Heather F. Vestweber

PRIVATE WEALTH ASSET MANAGEMENT
CEDAR RAPIDS, IA 52401
Some features on this profile are disabled
CRD#: 4494928
HV

Professional summary

Heather Fortune Vestweber, who also goes by Heather Fortune, is a registered financial advisor currently at PRIVATE WEALTH ASSET MANAGEMENT located in Cedar Rapids, Iowa.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Heather has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Heather Fortune

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Fortune Vestweber's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 7, 2021 - Present

PRIVATE WEALTH ASSET MANAGEMENT

Office #1: 411 6th Ave. Se Suite 360, Cedar Rapids, IA 52401
RIA
CRD#: 315819
CEDAR RAPIDS, IA
Past

January 3, 2011 - September 9, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CEDAR RAPIDS, IA
Past

January 3, 2011 - September 9, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CEDAR RAPIDS, IA
Past

March 26, 2002 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
CEDAR RAPIDS, IA
Past

February 6, 2002 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
CEDAR RAPIDS, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PRIVATE WEALTH ASSET MANAGEMENT
PRIVATE WEALTH | PW ENERGY | PRIVATE WEALTH ASSET MANAGEMENT, LLC | PRIVATE WEALTH ASSET MANAGEMENT

CRD#: 315819 / SEC#: 801-122065

RIA
Registered Investment Advisory firm - (8/12/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Iowa
(9/7/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/11/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/5/2002
General Securities Representative Examination

Current Firm

PW
PRIVATE WEALTH ASSET MANAGEMENT
PRIVATE WEALTH | PW ENERGY | PRIVATE WEALTH ASSET MANAGEMENT, LLC | PRIVATE WEALTH ASSET MANAGEMENT

CRD#: 315819 / SEC#: 801-122065

RIA
Registered Investment Advisory firm - (8/12/2021 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1100 Capitol Avenue Suite 200, Omaha, NE 68102
Mailing Address
Phone number
(402) 227-4208
Established
Firm type
Fiscal year end
# of Employees
37

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRIVATE WEALTH ASSET MANAGEMENT, LLC ADV PART2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,947
AUM (Assets Under Management)$ 1,849,717,875

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
06/16/2025
Cover Page
Report
12/06/2024
Cover Page
Report
12/06/2024
Cover Page
Report
01/27/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PRIVATE WEALTH ASSET MANAGEMENT

CRD#: 315819Cedar Rapids, IA 52401

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