Prairie Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Omaha, NE. Its latest Form ADV filing, dated March 25, 2026, reports $558M in regulatory assets under management, 7 employees, 3 offices, and 389 accounts.
Assets Under Management
$558M
Employees
7
Offices
3 offices
Total Clients
389
Primary office
OMAHA, NE
10250 REGENCY CIRCLE, SUITE 115, OMAHA, NE, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.4% of total clients.
Top client categories% of clientsClients
1
Individuals
69.4%
270
2
HNWI
25.7%
100
3
Corporations
3.9%
15
4
Charitable
1.0%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$558Mas of March 25, 2026
Discretionary85.4%
$476M
85% of total RAUM85.4%
Non-discretionary14.6%
$82M
15% of total RAUM14.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$558M
Total Accounts389
10Y AUM Change+$378M (+209.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee56:1
10Y Employee Change-1 (-12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.