← Directory
PRAIRIEWOOD WEALTH MANAGEMENT
Legal name: PRAIRIEWOOD CAPITAL, LLC
CRD 149007File 801-118221
APPROVED
Retail clients
Custody
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$365.4M
Below cohort median (national)
Discretionary AUM
$365.4M
Clients
244
1,201 accounts
Employees
8
Top 25% of cohort in ND
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 13, 2020
- Principal office
- 3175 SIENNA DR S, STE 100, FARGO, ND, 58104
- Phone
- 701-234-0521
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $365.4M
- Discretionary AUM
- $365.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,201
- Non-discretionary accounts
- 0
- Total accounts
- 1,201
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 10 | $15.0M |
| High net worth individuals | 129 | $302.4M |
| Individuals (other than high net worth individuals) | 105 | $48.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — FEES FROM OTHER INVESTMENT ADVISERS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.