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Home > Retirement Planners > north dakota > west fargo > PRAIRIEWOOD WEALTH MANAGEMENT
PRAIRIEWOOD WEALTH MANAGEMENT
3981 4th St. E
West Fargo, North Dakota 58078
Tel: 701-234-0521
About PRAIRIEWOOD WEALTH MANAGEMENT
PRAIRIEWOOD WEALTH MANAGEMENT, formally registered with the SEC as PRAIRIEWOOD WEALTH MANAGEMENT. The firm was established in 03/13/2020. They have over 1 offices throughout the country.
PRAIRIEWOOD WEALTH MANAGEMENT is a West Fargo, North Dakota based Financial Planning firm with nearly $151,376,576 assets under management, offering retirement planning & investment advisory services to 557 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 149007 |
| SEC# | 801-118221 |
| Assets Managed by Firm | $151,376,576 |
| No. of Clients | 557 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 557 | $151,376,576 |
| Individuals (other than high net worth individuals) | 72 | $28,309,869 |
| High net worth individuals | 52 | $114,876,437 |
| Charitable organizations | 5 | $8,190,270 |
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|---|---|---|---|
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