# Prairiewood Wealth Management

Prairiewood Wealth Management is a Bank / Wealth / Trust based in Fargo, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fargo, United States
- **Region:** North America
- **Address:** Fargo, ND, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** pw-wm.com
- **LinkedIn:** https://www.linkedin.com/company/prairiewood-wealth-management

## Regulatory record

- **CRD number:** 149007
- **SEC file number:** 801-118221
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149007

## About

Prairiewood Wealth Management was founded in 2009 and is headquartered in Fargo, North Dakota. The firm positions itself as a comprehensive wealth manager, offering financial planning, tax strategy, investment management, and portfolio construction under one roof. This integrated model targets individuals and high-net-worth families in the Red River Valley and surrounding Upper Midwest, a region where agricultural, small-business, and professional-services wealth predominate. The firm's investment approach emphasizes managed portfolios designed for long-term capital preservation and current income. Asset-class exposure traditionally spans domestic equities, fixed income, and cash equivalents, with potential allocations to real estate and private placements when client circumstances warrant. Prairiewood's strategy reflects the conservative, relationship-driven ethos of Upper Midwest wealth management, where client portfolios are customized rather than pooled, and the advisor acts as a fiduciary across planning and implementation. Operational details remain limited as the firm does not publicly disclose assets under management, headcount, or named principals. Prairiewood maintains a low public profile consistent with a locally focused practice — its website provides service descriptions without naming investment committee members or publishing thought leadership. The firm has made no public announcements regarding acquisitions, team expansion, or strategy shifts in the past 24 months. Prairiewood's structural differentiator lies in its dual role as both financial planner and portfolio manager for a concentrated geographic client base. This model — uncommon outside regional bank trust departments — creates a single point of accountability for a family's entire balance sheet, from tax-loss harvesting to estate planning.

## Questions

### What services does Prairiewood Wealth Management offer?

Prairiewood provides financial planning, tax planning, investment management, and portfolio management services to individuals and high-net-worth families, according to its public record. The firm's integrated model means clients work with a single advisor on both their financial plan and the implementation of that plan through managed portfolios. This bundled approach is designed for clients who prefer continuity between strategic advice and day-to-day investment decisions.

### How does Prairiewood construct client portfolios?

Prairiewood's investment approach is built around managed portfolios customized to each client's financial plan, risk tolerance, and income needs. The firm's Upper Midwest location and client base suggest an emphasis on capital preservation, current income, and tax efficiency — hallmarks of conservative wealth management practices in the region. Specific asset-class allocations, manager selection criteria, and performance reporting methodologies are not described in public materials.

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- [PrairieView Partners](https://altss.com/profile/prairieview-partners)
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Last updated: 2026-08-11T02:43:31.692Z

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