Prairie Wealth Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$557,956,158
This total excludes 19 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
370
27% high-net worth
Total advisors
4
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
93
Average account size
$1,507,990
About
Prairie Wealth Advisors advises individual and high‑net‑worth clients, trusts, employee benefit plans and pooled vehicles, offering comprehensive portfolio management, asset management, financial planning, and pension consulting. The firm manages accounts on both discretionary and non‑discretionary bases and may engage independent third‑party managers to implement portions of client portfolios.
Investment strategies are implemented using a mix of ETFs, mutual funds, individual stocks and bonds, options and other public and private securities, with accounts reviewed at least quarterly and rebalanced as appropriate; clients may request reasonable restrictions on holdings. The brochure notes the firm may permit borrowing in separately managed accounts and uses tools such as an eMoney planning platform to support financial planning and aggregation of client accounts.
What distinguishes the firm from many peers is its role as a private fund adviser: Prairie Wealth Advisors sponsored Nebraska Digital Mining I, LLC, a pooled vehicle that invested primarily in BitCorn, LLC (the fund is disclosed as closed to new investors and the firm disclosed a prior ownership interest transferred to a principal‑controlled entity). The firm also discloses recommending other private placements (for example, FUNL Events, Inc.) and receiving custodial transition support from a custodian, arrangements the firm identifies as potential conflicts to consider when evaluating its recommendations.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Private / alternative investments
Options & derivatives strategies
Retirement income strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
Flat fees from $1,000 to $10,000 for financial planning; flat fees $5,000 to $50,000 for pension consulting; annual flat fee option between 0.50% and 1.25% for portfolio management services
$0 - $500,000: 1.75% (Comprehensive Portfolio Management) $500,001 - $1,000,000: 1.50% (Comprehensive Portfolio Management) $1,000,001 - $3,000,000: 1.25% (Comprehensive Portfolio Management) Over $3,000,000 - Negotiable: Negotiable (Comprehensive Portfolio Management) $0 - $500,000: 1.50% (Asset Management) $500,001 - $1,000,000: 1.25% (Asset Management) $1,000,001 - $3,000,000: 1.00% (Asset Management) Over $3,000,000 - Negotiable: Negotiable (Asset Management) $0 - $500,000: 0.75% (Pension Consulting) $500,001 - $1,000,000: 0.65% (Pension Consulting) $1,000,001 - $3,000,000: 0.55% (Pension Consulting) Over $3,000,000 - Negotiable: Negotiable (Pension Consulting)
$250 per hour for financial planning and pension consulting
Minimum fee: Minimum fee of $1,000 for written financial plans, may be negotiable Fee-only: Financial planning and consulting charged hourly at $250/hour or flat fees ranging $1,000 to $10,000; Pension consulting also charged hourly at $250/hour or flat fees $5,000 to $50,000
Main office location
Prairie Wealth Advisors, Inc.
10250 Regency Circle, Suite 115
Omaha NE 68114, United States
Number of offices
4
Most active in
Prairie Wealth Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Florida · Illinois · Iowa · Kansas · Louisiana · Minnesota · Missouri · Nebraska · New Hampshire · South Carolina · South Dakota · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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