Prairiewood Wealth Management

RIASEC RegisteredEst. 2020
Total AUM
$365M
Discretionary
$365M
100% of AUM
Avg account
$304K
Accounts
1,201
Employees
8
Advisory reps
5

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

FINTRX

Overview

Prairiewood Wealth Management is an independent, SEC-registered registered investment adviser formed as a limited liability company in 2020. The firm serves individual and family clients as well as institutional accounts and is owned by a combination of a domestic entity and an individual. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Compensation is flexible and includes a percentage-of-AUM fee, hourly and fixed fees, and other arrangements. The firm is not structured as a capital allocator and reports it is not an active ESG investor or a multi-state adviser. Prairiewood has been recognized by Citywire’s 50 Growers Across America list in 2020, 2021, and 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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: Public Funds/Mutual Funds 81%, Exchange Traded Equities 18%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Derivatives 1%, Private Funds 1%, Cash & Cash Equivalents 1%, Other 1%81%
  • Public Funds/Mutual Funds81%
  • Exchange Traded Equities18%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Nathan Anderson

    Nathan Anderson

    Family CFOCRD 7112516

Contacts

3 of 4
  • Dustin Richter

    Dustin Richter

    PlannerCRD 5062115

  • Matthew McIntyre

    Matthew McIntyre

    Client Service AssociateCRD 6975028

  • Steven Nelson

    Steven Nelson

    FounderCRD 5629434

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 46

Active vs passive

$311M in ETFs

Passive

95%

$296M

Active

4%

$14.9M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB FUNDAMENTAL US SMALL COMPANY ETF (FNDA)SchwabPassiveSmall Blend$66.6M2,053,79521.39%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth