DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Heather Fortune Vestweber

Private Wealth Asset Managementindependent RIACedar Rapids, Ia IA-onlyIAPD 4494928

Feed of 09/15/2026

Also filed as Heather Fortune

At current firm

5 y

since Sep 7, 2021

In the industry

24 y

since Mar 11, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founding Partner, Wealth Advisorreportedprivatewealth.comfirm site, Sep 15, 2026
Founder: “Heather Fortune Vestweber is a founding partner of Private Wealth Asset Management with more than 30 years of experience guiding clients in defining their priorities and developing strategic plans for financial success.”reportedprivatewealth.comthe sentence on the bio page
Partner or owner: “Heather Fortune Vestweber is a founding partner of Private Wealth Asset Management with more than 30 years of experience guiding clients in defining their priorities and developing strategic plans for financial success.”reportedprivatewealth.comthe sentence on the bio page
Years, as the firm states: 30reportedprivatewealth.com“Heather Fortune Vestweber is a founding partner of Private Wealth Asset Management with more than 30 years of experience guiding clients in defining their priorities and developing strategic plans for financial success.”
Professional profile: privatewealth.com/about/heather-fortune-vestweberreportedprivatewealth.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/heather-vestweber-7818532breportedprivatewealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Private Wealth Asset Management independent RIA current
since Sep 7, 2021 · Omaha, Ne
Wells Fargo Advisors wirehouse
Jan 3, 2011 to Sep 9, 2021 · Cedar Rapids, Ia
Wells Fargo Investments, LLC unclassified
Mar 26, 2002 to Jan 3, 2011 · Cedar Rapids, Ia

Moves

a registration end followed by a registration begin elsewhere

Wells Fargo Advisors to Private Wealth Asset Management
left Sep 9, 2021, registered Sep 7, 2021 (-2 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
Wells Fargo Investments, LLC to Wells Fargo Advisors
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address