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PRAIRIE WEALTH ADVISORS, INC.
CRD 165266File 801-77062
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$558.0M
Above cohort median (national)
Discretionary AUM
$476.4M
Non-discretionary $81.6M
Clients
389
389 accounts
Employees
12
Above cohort median in NE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 21, 2012
- Principal office
- 10250 REGENCY CIRCLE, SUITE 115, OMAHA, NE, 68114
- Phone
- 402-505-6810
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $558.0M
- Discretionary AUM
- $476.4M
- Non-discretionary AUM
- $81.6M
- Discretionary accounts
- 368
- Non-discretionary accounts
- 21
- Total accounts
- 389
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $46.6M |
| Charitable organizations | 4 | $2.3M |
| High net worth individuals | 100 | $444.8M |
| Individuals (other than high net worth individuals) | 270 | $64.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — COMPENSATION FROM OWNERSHIP IN BITCORN, LLC.
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- 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
- Yes
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 11 | 12 | increased by1 |
| Jul 1, 2026 | Employees | 7 | 11 | increased by4 |
| Apr 1, 2026 | Clients | 388 | 389 | increased by1 |
| Apr 1, 2026 | AUM | $472,221,240 | $557,956,158 | increased by$85,734,918 |
| Apr 1, 2026 | Accounts | 388 | 389 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 405 | 388 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $398,354,275 | $472,221,240 | increased by$73,866,965 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 943 | 388 | decreased by555 |
| Apr 1, 2022 | Employees | 10 | 7 | decreased by3 |
| Apr 1, 2022 | Clients | 368 | 405 | increased by37 |
| Apr 1, 2022 | AUM | $350,743,211 | $398,354,275 | increased by$47,611,064 |
| Apr 1, 2022 | Accounts | 834 | 943 | increased by109 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRAIRIE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRAIRIE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.