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PRAIRIEVIEW PARTNERS, LLC

ST. PAUL, MN · CRD 145743 · IAPD ↗ · prairieviewpartners.com · 651-233-1100

$1.09BRegulatory AUM
15Advisory reps
21Employees
5Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — PRAIRIEVIEW PARTNERS, LLC (ST. PAUL, MN) left the SEC roster (was $1.09B RAUM, 15 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
March 2025 — PRAIRIEVIEW PARTNERS, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2025 — PRAIRIEVIEW PARTNERS, LLC crossed $1B in regulatory AUM ($949.0M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.