PrairieView Wealth Partners LLC

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Assets, Funds, Holdings

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PrairieView Wealth Partners LLC
CRD #327974
SEC #801-128680
CIK #0002011194
AUM $163.7 M (2025-07-03)
Employees 5 (60% Investors, 0% Brokers)
Phone708-326-4750
Address28 W Nebraska St
Frankfort, IL 60423
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($M)
170136102683402011201620212026
Sector Form 13F Holdings Value ($M)
American Express Co 0.6
Cogent Communications Group Inc 0.6
Microsoft Corp 0.5
Nvidia Corp 0.3
Woodward Governor Co 0.3
 
 
 
 
 
 
Holdings by Sector ($M)
1209672482402022202320242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 215 79.2
(b) Individuals (high net worth individuals) 52 84.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 0.3
(n) Other 0 0.0
Total 778 163.7
By Discretionary
Discretionary 778 163.7
Non-Discretionary 0 0.0
Total 778 163.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 163.7
Total 778 163.7
EDGAR Form CIK 2011 - 2025
13F-HR [0002011194]
Comparable Firms State AUM ($B)
Doheny Asset Management LLC
CA 0.2
MK Brown Wealth Advisory LLC
OH 0.2
Hall Capital LLC
CA 0.2
Willner & Heller LLC
CA 0.2
Convexitas LLC
IL 0.2
Quantum Financial Advisors Inc
MD 0.2
Wealthguard Advisors Inc
CA 0.2
Silverpeak Wealth Advisors LLC
CO 0.2
SFG Wealth Advisors LLC
FL 0.2
The Kocen Financial Group Inc
CA 0.2
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