Wealth Manager
    SEC Registered
    Manages Private Funds

    Prairiewood Wealth Management

    Registered investment advisor · Fargo, North Dakota · CRD #149007

    Assets Under Management
    $365M
    Client Accounts
    1,201
    Employees
    8
    CRD Number
    149007
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Prairiewood Wealth Management

    Prairiewood Wealth Management is a SEC-registered investment advisory firm headquartered in Fargo, North Dakota, managing approximately $365M in regulatory assets across 1,201 client accounts. The firm's full regulatory record is filed with the SEC under CRD #149007.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Prairiewood Wealth Management's AUM?

    Prairiewood Wealth Management reports approximately $365M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Prairiewood Wealth Management headquartered?

    Prairiewood Wealth Management is headquartered in Fargo, North Dakota.

    What is Prairiewood Wealth Management's CRD number?

    Prairiewood Wealth Management's CRD number is 149007. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Prairiewood Wealth Management manage?

    Prairiewood Wealth Management manages approximately 1,201 client accounts according to its latest SEC filing.

    Is Prairiewood Wealth Management SEC registered?

    Yes, Prairiewood Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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