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, SEC-registered RIA organized as an LLC and owned by an individual. The firm serves primarily individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of AUM and via fixed fees. In addition to advisory services, the firm conducts insurance brokerage and accounting activities. The adviser is not positioned as an ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or capital allocator. SEC registration began in 2023, but the firm is not described as newly formed.
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 1
Michelle Mccarthy
Chief Compliance OfficerCRD 7682269
Contacts
3 of 4
Anthony Petan
Wealth Partner AssociateCRD 8292666
Kaitlyn Hedger
Associate Wealth PartnerCRD 7064953
Robert Morvice
Director of OperationsCRD 4639497
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
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