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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 3, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOFORTH, SONIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOFORTH, SONIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOFORTH, SONIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| REGAN, TIMOTHY, ALLEN | I | CEO | E | Control |
| REGAN, TIMOTHY, ALLEN | I | CEO | E | Control |
| REGAN, TIMOTHY, ALLEN | I | CEO | E | Control |
| REGAN, TIMOTHY, ALLEN | I | CEO | E | Control |
| REGAN, TIMOTHY, ALLEN | I | CEO | E | Control |
| REGAN, TIMOTHY, ALLEN | I | CEO | E | Control |
| REGAN, TIMOTHY, ALLEN | I | CEO | E | Control |
| REGAN, TIMOTHY, ALLEN | I | CEO | E | Control |
| REGAN, TIMOTHY, ALLEN | I | CEO | E | Control |
| WOODARD, KEVIN, SEAN | I | MEMBER AND MANAGER | E | Control |
| WOODARD, KEVIN, SEAN | I | MEMBER AND MANAGER | E | Control |
Registrations
Federal
IA
Jul 3, 2025 REGISTERED
Notice Filings (6)
FL IL IN OH TX WI
Address
28 W NEBRASKA STFRANKFORT, IL 60423
United States
Phone: 708-326-4750