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Prairieview Wealth Partners, LLC

● SEC registered since 2023CRD 327974SEC# 801-128680Frankfort, IL
Export (members)
Reg. AUM
$163.7M
Employees
5
Accounts
778
Location
Frankfort, IL

Prairieview Wealth Partners, LLC assets under management

Prairieview Wealth Partners, LLC operates as an SEC-registered investment adviser based in Frankfort, IL. The firm has been registered since 2023. It reports $163.7 million in regulatory assets under management and employs 5 people.
www.youtube.com/channel/uc8pdwf43i55uhtizd9nit2qView on SEC.gov ↗

Prairieview Wealth Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Michelle Anne McCarthyChief Compliance OfficerUnder 5%2024
Timothy Allen Regan ControlCeoOver 75%2023

Frequently asked questions

How much does Prairieview Wealth Partners, LLC manage?

Prairieview Wealth Partners, LLC reports $163.7 million in regulatory assets under management on its Form ADV.

How many employees does Prairieview Wealth Partners, LLC have?

Prairieview Wealth Partners, LLC reports 5 employees.

Where is Prairieview Wealth Partners, LLC located?

Prairieview Wealth Partners, LLC is based in Frankfort, IL and has been SEC-registered since 2023.

Does Prairieview Wealth Partners, LLC disclose fund performance?

Prairieview Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address28 W Nebraska St, Frankfort, IL 60423
Phone708-326-4750
Fax708-326-4753
Office hours8:00 To 4:30
SEC regionChicago Regional Office (CHRO)
CIK2011194
Discloses disciplinary historyNo

Assets under management

Discretionary$163.7M
Non-discretionary$0
Total (RAUM)$163.7M