PRAIRIEVIEW WEALTH & TAX ADVISORS
Firm details
- Headquarters
- FRANKFORT, Illinois
- CRD number
- 327974
- Registered since
- September 29, 2023
- Website
- www.pv-wp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.72%
- Individuals37.28%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Prairieview Wealth & Tax Advisors is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2023. The firm serves individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. Its business lines include insurance brokerage and accounting services, reflecting a combined tax-and-wealth advisory model. Prairieview reports an individual-owner structure and does not position itself as a capital allocator, pension consultant, or asset manager for other advisers. It is not an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Cash & Cash Equivalents6%
- Exchange Traded Equities2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1MICHELLE MCCARTHY
Chief Compliance OfficerCRD 7682269
Contacts
3 of 3Kaitlyn Hedger
Associate Wealth PartnerCRD 7064953
ROBERT MORVICE
Director of OperationsCRD 4639497
TIMOTHY REGAN
FounderCRD 2812034
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$128M in ETFs
82%
$106M
18%
$22.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $26.1M | 39,909 | 20.30% |
Location
FRANKFORT, IL
WILL
Location
FRANKFORT, IL
Headquartered in FRANKFORT, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- WILL
- Address
- 28 W Nebraska St
- Time zone
- CT (UTC-6)
- Office locations
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