This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$365MItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$365M

Private client RAUM

$350MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$73.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,201

Individual clients

105

High net worth clients

129

Custody, client assets

$52.7M

SEC number

801-118221

CIK

1839695

CRD

149007

Filings on the tape

17

First filed

Feb 12, 2020

Latest filed

Jun 30, 2026

Organised

Limited Liability Company, ND

• Occurred

  Feb 12, 2020
  First Form ADV filing

  Prairiewood Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c0dbae47-c327-e92c-5e1a-2d57d4c3c4d5

First observed

Feb 12, 2020

Last observed

Jun 30, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.