Prairiewood Wealth Management

EST. AUM
$365,413,413

CONTACTS

CLIENT ACCOUNTS
1,201

Firm Details

Metro area Fargo
CRD Number 149007
Website pw-wm.com
Client types

Overview

Prairiewood Capital, LLC (doing business as Prairiewood Wealth Management) is an independent, fee-only registered investment adviser (RIA) headquartered in Fargo, North Dakota, founded in 2009. Operating under a strict fiduciary standard, the firm delivers comprehensive wealth management and holistic financial life planning tailored almost exclusively to individual retail accounts, high-net-worth families, and local charitable organizations. Prairiewood distinguishes itself by implementing a "fundamental value discipline within a systemic investing approach". Their core philosophy relies on structuring cost-efficient, tax-aware portfolios heavily built around low-cost, index-tracking exchange-traded funds (such as Schwab Fundamental ETF models) and institutional mutual funds to promote disciplined capital growth while matching distinct client milestone goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Prairiewood Wealth Management

Platform Details

Investment Preferences

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