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Our Story

A wealth of natural resource experience in one office.

PW Energy is dedicated to serving our partners alongside direct clients with the most up-to-date and impactful natural resource team in the business. We live and breathe everything mineral, farm and natural resource management which is reflected by the longevity of our partnerships.

Meet our Team

Our approach

Dedicated to your success.

We customize every interaction to discover and work towards the goals and desired outcomes of our partners. Dedication to our clients and open lines of communication move expert backed management strategies forward.

Our Mission

We built PW Energy to stay hyperfocused on the things we do best. Finding talented and experienced energy specialists with proven track records is no easy task. We have recruited and consolidated some of the best in the business to offer our partners an ace natural resource team. We care about the industry and our passion and reputation are second to none.

Core values

We prioritize our partners alongside the land we serve.

Dedication

We put all of our expertise, skills and energy into each of our clients.

Transparency

We share everything for full transparency and trust in our relationships.

Accessibility

Put the 1-800 numbers aside. We are always responsive and available for our clients.

Value

Our commitment to success is evident in our work ethic and performance-driven approach to wealth management.

Why PW Energy?

Trust is everything in wealth management.

Our client-centric model prioritizes you above all else. We are here for you with a dedicated team you can access at all times.

We live where your assets are located.

Intentionally located where natural resource and mineral assets serve our partners. Multi-generational roots lend to a unique insider view of management strategies.

Management and planning to cover every angle.

Managing the moving pieces of natural resource investments takes a detail oriented team who understands the business. From compliance to production analysis and projections, we have you covered.

Technology-driven management practices.

Our custom natural resource asset management platform, created by mineral managers, shortens lease negotiation lifecycles while pushing for greater asset values.

See how our platform can guide your mineral investments.

Schedule a Strategy Session

Deep bench

of Certified Professional Landmen

Cutting edge

Mineral Management Software

Lateral support

From our team of professionals

Leadership Team

Our team is ready to work with you

Filter By Location

Pedie Monta

Partner, Director of Land

Caitlin Henry

Director of Operations of Energy Asset Management

Bryan Frazier

Partner, Head of Energy Asset Management

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Investment Advisory Services offered through Private Wealth Asset Management

1901 Howard Street, Suite 312 Omaha, Nebraska 68102

www.pwenergy.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.

1This website is not intended to offer tax advice. Please consult with your tax professional for details specific to your situation.

2Private 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.

3Private 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.

4There 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

5PW Energy provides some of these services directly. In cases where it does not, PW Energy 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 PW Energy 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.

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Caitlin Henry

Caitlin Henry

Director of Operations of Energy Asset Management

Years of Experience: 10 years

Educational Background:

  • The University of Texas at San Antonio, BA in Public Relations/Communication

Designations:

  • RL, PLM Certification

Other Notable Information:

  • Caitlin specializes in strategic operational initiatives for Energy Asset Management.
  • From onboarding and managing monthly billing and division orders, all the way to analyzing and negotiating leases, she focuses on supporting oil and gas energy clients to keep assets running smoothly and creating the best opportunities for the client.
  • Caitlin has extensive knowledge on applications and reporting utilized by Private Wealth’s oil and gas energy clients, enabling her to fully assist clients in understanding their assets.  
  • She is a proud mother to her handsome, smart and funny son.
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Pedie Monta

PEDIE MONTA

Partner, Director of Land

Holding a BA and MBA from Texas Tech, Monta has a long and successful career of institutional and private land and resource management. He excels in oil and gas contracts, fiduciary portfolio management and business development in mineral management and alternative investments. When he’s not developing leases and investments as a landman, Monta spends time with his family, enjoys the outdoors and traveling.

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David Tawil

David Tawil

President

Historical Relationship Tenure: 9 years

Years of Experience: 24 years

Educational Background

  • Texas State University, BBA, Finance

Designations/Certifications/Classes

  • Certified Trust and Fiduciary Advisor (CTFA®)
  • Fiduciary Graduate Program

Other Notable Information

  • Chairman, Private Wealth Investment Committee
  • Investment Management Consultants Association
  • Leadership San Antonio – Class 44
  • Member of the Executive Committee, co-chairs Investment Committee
  • Specialization in working with high-net-worth individuals, families, foundations and endowments
  • Specialization in leading advisors working with high-net-worth individuals, families, foundations and endowments
  • Ballet San Antonio – Board of Directors (Treasurer)
  • Active in the San Antonio Estate Planning Council
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Rodney Kleman

Rodney Kleman

Partner, Head of Real Estate Asset Management

Historical Relationship Tenure: 10 years

Years of Experience: 29 years

Educational Background

  • Texas A&M University, BS, Animal Science, Cum Laude

Designations/Certifications/Classes

  • Graduate Wells Fargo College of Credit

Other Notable Information

  • Rodney’s specialty is farm and ranch property management including surface management and negotiations in energy production.
  • Rodney’s breadth of prior experience has him uniquely positioned to understand and serve families with farm and ranch land. He began his career with ground-level, hands-on, farm and ranch management. He then worked as a lender and credit advisor to agricultural businesses. Most recently, Rodney has been acting as a fiduciary, managing multiple families’ farm, ranch and energy asset legacies.
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Bryan Frazier

Bryan Frazier

Partner, Head of Energy Asset Management

Years of Experience: 15 years in oil and gas industry

Educational Background

  • The Robert Gordon University, MBA, Oil & Gas

Management

  • Texas Christian University, BBA, Marketing Designations/Certifications/Classes
  • Certified Professional Landman (CPL®)

Other Notable Information

  • Bryan worked as a land manager (landman) for five years, running multiple land teams, prior to embarking on the mineral management side. He then oversaw company-owned mineral interests for two years.
  • He has spent more than 10 years as a fiduciary, managing client mineral interests across the country.
    • Clients have included families, municipalities, universities, trusts and estates with such assets representing in excess of $1 billion in value.
  • Involved with his local church for more than 20 years.
  • Currently serves on the board for the National Association of Royalty Owners (NARO) for the State of Texas.
  • Held various roles within the American Association of Professional Landmen (AAPL).