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 organized as an LLC and registered with the SEC in 2023. The firm focuses on individual and family clients and combines portfolio management with financial planning services; it also operates as an insurance broker and provides accounting services. Ownership is held by an individual, and the firm's fees are a mix of percentage of assets under management and fixed fees. Prairieview manages accounts for individuals and small businesses rather than institutional pension clients, and it does not report active ESG investing as part of its strategy.
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%
Contacts
3 of 4
Robert Morvice
Director of OperationsCRD 4639497
Timothy Regan
FounderCRD 2812034
Kaitlyn Hedger
Associate Wealth PartnerCRD 7064953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$141M in ETFs
82%
$115M
18%
$25.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $29.1M | 38,830 | 20.67% |
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
Similar firms
Mcdonnell Capital Management
RIAFrankfort, IL
Latko Wealth Management, Ltd.
RIAFrankfort, IL
Providence Wealth Advisors, LLC
RIAFrankfort, IL
Parkview Asset Management, Inc.
RIAOakbrook Terrace, IL
Western Pacific Wealth Management, LP
RIALake Forest, IL
Treetop Wealth Management, LLC
RIANorthfield, IL