PRAIRIE RIDGE ASSET MANAGEMENT, LLC

RIASEC Registered
Total AUM
$62.8M
Discretionary
$62.8M
100% of AUM
Avg account
$343K
Accounts
183
Employees
1
Advisory reps
1

Firm details

Headquarters
OVERLAND PARK, Kansas
CRD number
289006
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI71.71%
  • Individuals28.29%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Prairie Ridge Asset Management, LLC is a small, independent registered investment adviser that focuses on tailored wealth management for individuals and families. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its advisory model leans on third-party mutual funds and pooled vehicles as the primary portfolio building blocks rather than running proprietary funds or acting as a capital allocator. Fees are charged using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements, which supports both ongoing investment management and project-based planning work. Prairie Ridge is not an active ESG investor and operates on a single-state basis, suggesting a locally concentrated client footprint and regulatory focus.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, Exchange Traded Equities 5%, Cash & Cash Equivalents 4%, US Government Bonds 3%88%
  • Public Funds/Mutual Funds88%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents4%
  • US Government Bonds3%

Contacts

1 of 1
  • AMY WHITE

    PresidentCRD 2694724

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

OVERLAND PARK, KS

JOHNSON

Location

OVERLAND PARK, KS

Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
8655 College Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth