Prairieview Wealth & Tax Advisors
Prairieview Wealth & Tax Advisors is an SEC-registered mass-market adviser in Frankfort, IL with $207.5M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Prairieview Wealth & Tax Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327974, SEC 801-128680, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $207.5M (2026-04-30)
- Firm type
- Mass-Market Adviser
- Location
- Frankfort, IL
- Employees
- 9
- Clients
- 288
- CRD
- 327974
- Ownership
- MCCARTHY, MICHELLE, ANNE; WOODARD, KEVIN, SEAN; REGAN, TIMOTHY, ALLEN; GOFORTH, SONIA, ANN
How much AUM does Prairieview Wealth & Tax Advisors have?
Prairieview Wealth & Tax Advisors reported $207.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Prairieview Wealth & Tax Advisors?
Disclosed owners and executives of Prairieview Wealth & Tax Advisors include MCCARTHY, MICHELLE, ANNE, WOODARD, KEVIN, SEAN, REGAN, TIMOTHY, ALLEN, GOFORTH, SONIA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.