Prairiewood Wealth Management
Firm details
- Headquarters
- Fargo, North Dakota
- CRD number
- 149007
- Registered since
- March 13, 2020
- Website
- pw-wm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI82.76%
- Individuals13.13%
- Charitable Organizations4.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Prairiewood Wealth Management is an independent registered investment adviser organized as an LLC and operating since 2020. The firm serves individual and family clients as well as institutional relationships, offering financial planning and portfolio management with a fee mix that includes a percentage of assets under management, hourly charges, fixed fees and other arrangements. Prairiewood reports it is not an active ESG investor and does not function as a capital allocator. The firm received Citywire’s "50 Growers Across America" recognition in 2020, 2021 and 2025.
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 Funds81%
- Exchange Traded Equities18%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Nathan Anderson
Family CFOCRD 7112516
Contacts
3 of 4
Dustin Richter
PlannerCRD 5062115
Matthew McIntyre
Client Service AssociateCRD 6975028
Steven Nelson
FounderCRD 5629434
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$346M in ETFs
95%
$330M
4%
$16.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF (FNDA) | Schwab | Passive | Small Blend | $79.5M | 2,088,254 | 22.94% |
Location
Fargo, ND
Cass
Location
Fargo, ND
Headquartered in Fargo, ND, anchoring the Fargo-Wahpeton, ND-MN metro in the Midwest.
- Metro area
- Fargo-Wahpeton, ND-MN
- Region
- Midwest
- County
- Cass
- Address
- 3175 Sienna Dr S
- Time zone
- CT (UTC-6)
- Office locations
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