Marissa Bormann

Private Wealth Asset Management LLC is an independent financial advisory firm that offers private wealth management services to high-net-worth individuals, families, and institutions. The company is based in Cedar Rapids, IA, and has offices in other locations such as Corpus Christi. The company provides comprehensive advice and services personalized to the needs of each client, including fiduciary lending, specialty asset management, estate and generational wealth planning, trust and estate services, property & casualty insurance management, health care advisory, business transition planning, tax management, and more. The company was founded by Maxwell T. Smith, Jeffrey H. Shipley, and Timothy Barnard Kneen. Bryan Johnson has been the CEO of the company since 2021.