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Building 2PRAIRIE WEALTH ADVISORS, INC.

Map pinOMAHA, NE
Phone402-505-6810
NotebookSEC #801-77062
Total AUM
$558M
Employees
7
Clients
389

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10250 REGENCY CIRCLE
SUITE 115
OMAHA
NE 68114
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
402-505-6810
Other Offices
3

ReceiptFinancials

Total AUM
$558M
Accounts
389
Discretionary
$476.4M
Accounts
368
Non-Discretionary
$81.6M
Accounts
21

ContactClients

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Individual Clients
270
AUM
$64.2M
HNW Individual Clients
100
AUM
$444.8M
Charitable Organization Clients
4
AUM
$2.3M
Corporation or Business Clients
15
AUM
$46.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
COMPENSATION FROM OWNERSHIP IN BITCORN, LLC.

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOFLIAILKSLAMNMONENHSCSDTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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