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PRAIRIEWOOD WEALTH MANAGEMENT

FARGO, ND · CRD 149007 · IAPD ↗ · 701-234-0521

$365.4MRegulatory AUM
4Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2026 — PRAIRIEWOOD WEALTH MANAGEMENT reported RAUM up 33% ($274.0M -> $365.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2025 — PRAIRIEWOOD WEALTH MANAGEMENT reported RAUM up 26% ($216.8M -> $274.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
November 2024 — PRAIRIEWOOD WEALTH MANAGEMENT moved its main office from WEST FARGO, ND to FARGO, ND.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
February 2024 — PRAIRIEWOOD WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
February 2024 — PRAIRIEWOOD WEALTH MANAGEMENT reported RAUM up 43% ($151.4M -> $216.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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