Prairieview Wealth Partners, LLC
● SEC registered since 2023CRD 327974SEC# 801-128680Frankfort, IL
Reg. AUM
$207.5M
Employees
9
Accounts
882
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 $207.5 million in regulatory assets under management and employs 9 people.
Prairieview Wealth Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michelle Anne McCarthy | Chief Compliance Officer | Under 5% | 2024 |
| Timothy Allen Regan Control | Ceo | Over 75% | 2023 |
Frequently asked questions
How much does Prairieview Wealth Partners, LLC manage?
Prairieview Wealth Partners, LLC reports $207.5 million in regulatory assets under management on its Form ADV.
How many employees does Prairieview Wealth Partners, LLC have?
Prairieview Wealth Partners, LLC reports 9 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
| Address | 28 W Nebraska St, Frankfort, IL 60423 |
| Phone | 708-326-4750 |
| Fax | 708-326-4753 |
| Office hours | 8:00 To 4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2011194 |
| Discloses disciplinary history | No |
Regulatory AUM
$207.5M▲ 27%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$207.5Mregulatory AUM
Discretionary $207.5M