AdFi
ML

Michael Leabo

Investment Adviser Representative at Private Wealth Asset Management

West Des Moines, IACRD #7302238Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Leabo is an investment adviser representative with Private Wealth Asset Management in West Des Moines, IA, where they have been registered since 2025. They have worked in the securities industry since 2021 and were previously registered with LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Iowa.

Office

315 5th St., Ste. 200
West Des Moines, IA 50265

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Iowa

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/21/2022
Series 7
General Securities Representative Examination
Passed 12/14/2021
SIE
Securities Industry Essentials Examination
Passed 11/9/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Private Wealth Asset ManagementCurrent
8/27/2025 – West Des Moines, IA
LPL Financial LLC
1/25/2022 – 8/27/2025Davenport, IA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. IH Mississippi Valley Credit Union
    Sep 2020 – Aug 2025Bettendorf, IA
  2. Department of Veterans Affairs
    Nov 2017 – Aug 2020Iowa City, IA
  3. University of Iowa; Department of Veterans Affairs
    Aug 2017 – Nov 2017Iowa City, IA
  4. Pancheros Mexican Grill
    May 2017 – Aug 2017Davenport, IA
  5. University of Iowa; Department of Veterans Affairs
    Jan 2017 – May 2017Iowa City, IA
  6. Unemployed
    Aug 2016 – Jan 2017Iowa City, IA
  7. University of Iowa Tippie College of Business
    Aug 2016 – May 2020Iowa City, IA
  8. LPL Financial, LLC
    Oct 2020 – Aug 2025Bettendorf, IA
  9. Private Wealth Asset Management, LLC
    Aug 2025 – no end date reportedWest Des Moines, IA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Private Wealth Asset Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm's annual rate schedule by assets
  • Philanthropic Organization - First $2,000,0001.20%
  • Philanthropic Organization - Next $3,000,0000.75%
  • Philanthropic Organization - Next $5,000,0000.60%
  • Philanthropic Organization - Next $10,000,0000.50%

+9 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
23
Offices listed on AdvisorFinder:
6
Main office:
Omaha, NE
SEC file number:
801-122065

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 23, 2026

View full firm profile

Other advisors at Private Wealth Asset Management

Showing 12 of 23 in the directory

View Private Wealth Asset Management firm profile

Similar advisors in West Des Moines, IA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Leabo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched