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PRAIRIEVIEW WEALTH & TAX ADVISORS
PRAIRIEVIEW WEALTH PARTNERS, LLC
CRD 327974 · SEC 801-128680
28 W NEBRASKA ST, FRANKFORT, IL, 60423, United States
Phone
708-326-4750
Fax
708-326-4753
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$207.5M
Discretionary AUM
$207.5M
Team
9 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 213 | $77.3M |
| High net worth individuals | 75 | $130.1M |
States served
IL, IN, OH, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD