Zachary B. Ritchey

PRIVATE WEALTH ASSET MANAGEMENT

OMAHA, NE 68102

Some features on this profile are disabled

CRD#: 6436704

Professional summary

Zachary Blackwell Ritchey, CFP®, who also goes by Zachary Blackwell Ritchey, Zachary Ritchey, is a registered financial advisor currently at PRIVATE WEALTH ASSET MANAGEMENT located in Omaha, Nebraska.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Zachary has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary Blackwell Ritchey | Zachary Ritchey

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.

PRIVATE WEALTH ASSET MANAGEMENT; NON INVESTMENT-RELATED; 411 6TH AVENUE SE, SUITE 360, CEDAR RAPIDS, IA 52401; INSURANCE; LICENSED INSURANCE AGENT; 03/2024;10 HRS/MONTH; 10 HRS/DURING TRADING HOURS; SALES OF SICKNESS, ACCIDENT AND HEALTH INSURANCE, LIFE AND ANNUITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Blackwell Ritchey'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

May 22, 2023 - Present

PRIVATE WEALTH ASSET MANAGEMENT

Office #1: 1100 Capitol Avenue Suite 200, Omaha, NE 68102

RIA

CRD#: 315819

OMAHA, NE

Past

October 8, 2019 - March 16, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

OMAHA, NE

Past

October 8, 2019 - March 16, 2023

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

OMAHA, NE

Past

January 17, 2017 - August 7, 2019

CETERA WEALTH SERVICES, LLC

CRD#: 13572

OMAHA, NE

Past

September 8, 2015 - October 2, 2019

CWM, LLC

RIA

CRD#: 155344

OMAHA, NE

Past

September 1, 2015 - January 19, 2017

LPL FINANCIAL LLC

CRD#: 6413

OMAHA, NE

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".

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

Nebraska
(5/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/5/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/2015

General Securities Representative Examination

Current Firm

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See 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

SEC notice filing (15 States and Territories)

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 Accounts	1,947
AUM (Assets Under Management)	$ 1,849,717,875

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form 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.

Similar Advisors

Byron Smith

OSAIC WEALTH, INC.

IAR

OMAHA, NE

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Zachary B. Ritchey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Blackwell Ritchey's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CETERA WEALTH SERVICES, LLC

CWM, LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

PRIVATE WEALTH ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 6/5/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/1/2015

Current Firm

PRIVATE WEALTH ASSET MANAGEMENT

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PRIVATE WEALTH ASSET MANAGEMENT

TRUST BUT VERIFY

Similar Advisors