Prairie View Wealth Partners LLC

RIASEC RegisteredEst. 2026
Total AUM
$171M
Discretionary
$171M
100% of AUM
Avg account
$920K
Accounts
186
Employees
3
Advisory reps
3

Firm details

Headquarters
Sioux Falls, South Dakota
CRD number
341361
Registered since
April 8, 2026
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI98.59%
  • Individuals1.41%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Prairie View Wealth Partners LLC operates as an independent, fee-based registered investment adviser focused on individual and family clients. The firm is organized as an LLC and, according to the FINTRX snapshot, became SEC-registered in 2026. Its owner structure is individual ownership and its primary services are financial planning and discretionary portfolio management for individuals and small businesses. Prairie View charges a percentage-of-AUM fee and does not identify as an active ESG investor or a multi-state adviser. It is not a capital allocator and does not act as a pension consultant or related adviser per the filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, State & Local Bonds 21%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 13%50%
  • Exchange Traded Equities50%
  • State & Local Bonds21%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents13%

Contacts

3 of 3
  • Adam Cox

    PartnerCRD 6468915

  • Paula Bindert

    Paula Bindert

    PartnerCRD 8234676

  • Kyle Cipperley

    Kyle Cipperley

    PartnerCRD 8234677

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sioux Falls, SD

Minnehaha

Location

Sioux Falls, SD

Headquartered in Sioux Falls, SD, in the Midwest of the United States.

Region
Midwest
County
Minnehaha
Address
6212 S Pinnacle Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth