Private Wealth Asset Management, LLC

Kimberly Cappellano signed Private Wealth Asset Management, LLC's 2024 Form 5500 as plan administrator.

• Kimberly Cappellano — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Private Wealth Asset Management, LLC's EIN is 87-0935275.

Download the official 2024 Form 5500 (PDF) for Private Wealth Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Private Wealth Asset Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).