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PRAIRIEVIEW WEALTH & TAX ADVISORS

FRANKFORT, IL · CRD 327974 · IAPD ↗ · 708-326-4750

$207.5MRegulatory AUM
4Advisory reps
9Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — PRAIRIEVIEW WEALTH & TAX ADVISORS reported RAUM up 27% ($163.7M -> $207.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
August 2025 — PRAIRIEVIEW WEALTH & TAX ADVISORS changed its website from prairieviewwealthpartners.com to pv-wp.com.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
February 2025 — PRAIRIEVIEW WEALTH & TAX ADVISORS moved its main office from ORLAND PARK, IL to FRANKFORT, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
February 2025 — PRAIRIEVIEW WEALTH PARTNERS, LLC is now doing business as PRAIRIEVIEW WEALTH & TAX ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
61
February 2025 — PRAIRIEVIEW WEALTH & TAX ADVISORS reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
November 2024 — PRAIRIEVIEW WEALTH PARTNERS, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
February 2024 — PRAIRIEVIEW WEALTH PARTNERS, LLC notice-filed in FL, IN, TX, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2024 — PRAIRIEVIEW WEALTH PARTNERS, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
February 2024 — PRAIRIEVIEW WEALTH PARTNERS, LLC now reports custody of client assets ($29.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
February 2024 — PRAIRIEVIEW WEALTH PARTNERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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