Overview
Assets Under Management: $207 million
Headquarters: FRANKFORT, IL
High-Net-Worth Clients: 75
Average Client Assets: $2 million
Frequently Asked Questions
PRAIRIEVIEW WEALTH & TAX ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327974), PRAIRIEVIEW WEALTH & TAX ADVISORS is subject to fiduciary duty under federal law.
PRAIRIEVIEW WEALTH & TAX ADVISORS is headquartered in FRANKFORT, IL.
PRAIRIEVIEW WEALTH & TAX ADVISORS serves 75 high-net-worth clients according to their SEC filing dated February 03, 2026. View client details ↓
According to their SEC Form ADV, PRAIRIEVIEW WEALTH & TAX ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
PRAIRIEVIEW WEALTH & TAX ADVISORS manages $207 million in client assets according to their SEC filing dated February 03, 2026.
According to their SEC Form ADV, PRAIRIEVIEW WEALTH & TAX ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 882
Discretionary Accounts: 882
Regulatory Filings
CRD Number: 327974
Filing ID: 2049068
Last Filing Date: 2026-02-03 11:06:45