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Zachary Blackwell Ritchey

Zachary B. Ritchey

PRIVATE WEALTH ASSET MANAGEMENT
OMAHA, NE 68102
Some features on this profile are disabled
CRD#: 6436704
Zachary Blackwell Ritchey

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.
The advisor shows no other business activity.

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

BD
CRD#: 19616
OMAHA, NE
Past

January 17, 2017 - August 7, 2019

CETERA WEALTH SERVICES, LLC

BD
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

BD
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".
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
Nebraska
(5/22/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/5/2015
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: 9/1/2015
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
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
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#: 315819Omaha, NE 68102

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