PRAIRIEVIEW WEALTH PARTNERS, LLC
Legal name: PRAIRIEVIEW WEALTH & TAX ADVISORS
CRD #327974 SEC #801-128680 FRANKFORT, IL 708-326-4750
SEC Registered
Total AUM
$163.7M
Discretionary
$163.7M
Employees
5
Clients
51
Accounts
778
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $163.7M | $163.7M | $0 | 5 | 0 |
| Jul 2025 | $163.7M | $163.7M | $0 | 5 | 0 |
| Jan 2025 | $163.7M | $163.7M | $0 | 5 | 0 |
| Jan 2025 | $163.7M | $163.7M | $0 | 5 | 0 |
| Oct 2024 | $134.9M | $134.9M | $0 | 5 | 0 |
| Jan 2024 | $134.9M | $134.9M | $0 | 5 | 0 |
| Jan 2024 | $134.9M | $134.9M | $0 | 5 | 0 |
| Jan 2024 | $134.9M | $134.9M | $0 | 5 | 0 |
| Oct 2023 | $0 | $0 | $0 | 6 | 0 |
| Sep 2023 | $0 | $0 | $0 | 2 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees5
Clients0
DateJul 2025
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0