Giovani J Rodriquez martinez
Investment adviser representative at Private Wealth Asset Management
10 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
10 years in the industry.
- Private Wealth Asset ManagementJul 2026 to now
- Private Wealth AssetmanagementApr 2026 to now
- UnemployedNov 2025 to Apr 2026
- UnemployedMay 2024 to Dec 2024
- University of Texas PermianbasinJan 2024 to Nov 2025
- Texas Tech UniversityMay 2018 to May 2024
- UnemployedAug 2017 to Aug 2018
- Bdo Puerto RicoMar 2017 to Aug 2017
- UnemployedJan 2017 to Mar 2017
- Gaos Psc Accounting FirmOct 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8297869
- Firm CRD
- 315819