10250 Regency Circle
Suite 115
Omaha, Nebraska 68114
Tel: 402-505-6810
PRAIRIE WEALTH ADVISORS, INC, formally registered with the SEC as PRAIRIE WEALTH ADVISORS, INC. The firm was established in 09/21/2012. They have over 4 offices throughout the country.
PRAIRIE WEALTH ADVISORS, INC. is a Omaha, Nebraska based Financial Planning firm with nearly $438,373,210 assets under management, offering retirement planning & investment advisory services to 1156 clients. The firm is staffed with 8 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165266 |
| SEC# | 801-77062 |
| Assets Managed by Firm | $438,373,210 |
| No. of Clients | 1156 |
| No. of Advisors | 8 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1156 | $438,373,210 |
| Individuals (other than high net worth individuals) | 351 | $81,745,926 |
| High net worth individuals | 76 | $347,502,659 |
| Charitable organizations | 5 | $6,622,573 |
| Corporations or other businesses | 5 | $2,502,052 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $53,844,463,960 | 299169 | 404 | |
| $24,871,650,720 | 1982 | 50 | |
| $9,882,583,283 | 2646 | 76 | |
| $6,237,040,948 | 4052 | 37 | |
| $5,153,814,823 | 20 | 37 |
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