Forbes 2024 Top RIA Firms badge

Private Wealth Asset Management Named One of Forbes’ Top Registered Investment Advisory Firms for 2024. Learn more here →

private wealth
Contact Us
trees
Kim Cappellano

Kim Cappellano

Chief Executive Officer, Founding Partner

Linkedin-in

Historical Relationship Tenure: 

10 years

Years of Experience: 

24 years

Educational Background

  • University of Notre Dame, MNA
  • Creighton University, MBA focused on Quantitative Analysis
  • Indiana University, BS, Business Administration and Management
  • AA, Financial Planning

Designations/Certifications/Classes

  • Certified Trust and Fiduciary Advisor (CTFA®)
  • Yale University – Women’s Executive Leadership Program
  • Graduate, Wells Fargo Business Succession Planning I & II
  • Graduate, Wells Fargo Family Dynamics Training

Community Involvement

Other Notable Information

  • A founding partner of Private Wealth Asset Management, Kim has over 20 years of financial planning and wealth management experience. She excels in philanthropic services for nonprofits and private family foundations and brings trust and estate management expertise to individuals and families.
  • As CEO of Private Wealth Asset Management, she partners alongside the leadership team to set the firm’s vision and its short and long-term strategy. She oversees all areas of the company: finance, operations, human resources, marketing, investments, compliance, etc.
  • Outside of work, Kim enjoys cooking, reading and playing board games. She and her husband have four children, along with two rescue dogs: a German Shepherd and a German Shepherd mix.

Personal Q&A

What quality/qualities make you stand out to your clients or coworkers?

My commitment to transparency and integrity, as well as my passion.

What do you consider your biggest accomplishment at Private Wealth?

The quality of people at our firm.

Where are you from? Where did you grow up?

Indiana

What are your hobbies or favorite things to do in your free time?

Cooking, reading, playing board games

What motivates you or makes you happiest in your role?

People motivate me, whether it’s someone I partner alongside at Private Wealth or the individuals/families we serve.

What is the best piece of financial advice you ever received?

Invest in yourself.

Favorite Food?

I am a foodie – it’s tough to pick a favorite. Omaha is blessed with so many quality restaurants.

Tell us about your family, pet(s) or give a fun fact about yourself!

My husband, Vince and I have four children. We have two rescue dogs (a German Shepherd and a German Shepherd mix). Fun fact: I love mowing the lawn and going to the dentist.

Investment Advisory Services offered through Private Wealth Asset Management
1901 Howard Street, Suite 312 Omaha, Nebraska 68102
www.privatewealth.com

This website is offered for information purposes only and should not be construed as an offer of personal investment advice. This website does not take into account your particular investment objectives, financial situation, or needs and does not create a binding obligation on Private Wealth Asset Management or its representatives to enter into any transaction with you. Use of any specific strategy or particular investment advice does not assure a profit or avoidance of loss. Past performance is not indicative of future results.

This website is not intended to offer tax advice. Please consult with your tax professional for details specific to your situation.

Private Wealth Asset Management does not offer insurance policies or other insurance services. We may make recommendations of a particular insurance broker. We do not receive payments for such referrals.

Private capital and pre-IPO investments are not registered with the Securities and Exchange Commission or any state securities regulator. These investments are generally considered to be long-term, illiquid investments which sometimes carry minimum holding periods and a market for sale or liquidation may not be readily available. Liquidation prior to the end of an investment term generally yields less than originally invested. These investments are subject to special suitability requirements and screening. This process may result in you not being selected as an investor.

There is no form of partnership or legal affiliation between Fidelity Investments and Private Wealth Asset Management nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1035216.1.0

Private Wealth provides some of these services directly. In cases where it does not, Private Wealth will collaborate with outside service providers to create solutions for the client. Services provided by PW are described in Form ADV Part 2A and the client’s Financial Services Agreement. In the event Private Wealth uses other providers, the client will pay that provider directly. This is in addition to any advisory fees the client pays to PW. PW may have pre-existing business relationships with selected service providers; PW does not receive any referral fees, percentages of payments by clients to service producers, or any other form of compensation associated with selection of a particular service provider.

The Forbes Top RIA Firms 2024 rankings (as of 03/31/2024, published October, 2024), provided by SHOOK®Research, LLC. are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.  Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.

© 2025 Private Wealth. All rights reserved. Sitemap.