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Hayden Richard Passmore

Investment adviser representative at Private Wealth Asset Management
11 yearsExperience
1 stateRegistered in
$2.5BFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Private Wealth Asset ManagementFeb 2026 to now
  2. BMOJul 2023 to Jan 2026
  3. Not EmployedSep 2022 to Jun 2023
  4. Rsm US LLPJun 2022 to Aug 2022
  5. Not EmployedSep 2021 to May 2022
  6. Farmer State BankMay 2019 to Aug 2021
  7. Not EmployedAug 2015 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (IA).

Private Wealth Asset Management

Legal name: Private Wealth Asset Management, LLC

$2.5BAssets managed
559Clients
22Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8239527
Firm CRD
315819
Advisor's SEC record (opens in a new tab)
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