# Prairie Wealth Advisors

Prairie Wealth Advisors is a Bank / Wealth / Trust based in Omaha, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Omaha, United States
- **Region:** North America
- **Address:** Omaha, NE, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** prairiewealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/prairiewealthadvisorsinc

## Regulatory record

- **CRD number:** 165266
- **SEC file number:** 801-77062
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165266

## About

Founded in 2003 in Omaha, Nebraska, Prairie Wealth Advisors set up as an independent RIA at a moment when the city's financial services landscape was already defined by Berkshire Hathaway's gravitational pull and a handful of entrenched bank trust departments. The firm chose a path of fee-only advisory, positioning itself to serve local high-net-worth families and business entities that wanted an alternative to the large institutions headquartered in the same zip codes. Prairie manages balanced portfolios across public equities, fixed income, and alternative allocations, with an emphasis on long-term capital preservation. The firm constructs bespoke plans that typically span taxable and tax-advantaged accounts, often for Midwestern business owners managing concentrated stock positions or preparing for liquidity events. Its footprint is concentrated in the Great Plains and Midwest, drawing clients from Nebraska, Iowa, and South Dakota who value proximity and direct relationships with their advisor. The firm's headcount and total assets under management are not publicly disclosed — a common posture for closely held Midwestern RIAs that do not market to institutional allocators. There are no known adjacent vehicles, philanthropic foundations, or club affiliations tied publicly to the firm's brand. The structural differentiator is Prairie's independence in a city synonymous with monumental financial brands. Operating as a non-custodial RIA outside the major wirehouse and bank-trust ecosystems gives it the flexibility to build unconstrained portfolios. For local families who find the big-name local institution well-suited to shareholders but too impersonal for individual wealth, that independence is the core pitch.

## Questions

### What geographic region does Prairie Wealth Advisors primarily serve?

The firm is anchored in Omaha and serves a client base concentrated in the Great Plains and broader Midwest, including Nebraska, Iowa, and surrounding states. Its value proposition is built on proximity and personal relationships with families and business owners across the region rather than a national marketing footprint.

### How does the firm's independence affect its portfolio construction?

As a non-custodial RIA not affiliated with a major bank, wirehouse, or insurance company, Prairie can select investments and custodians without proprietary-product pressure. This unbundled structure theoretically allows it to build portfolios from the open market, though specific custody relationships and platform choices are not published.

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Last updated: 2026-08-11T02:43:31.692Z

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