Prairieview Wealth Partners, Llc
- Regulatory AUM
- $207M
- Discretionary
- $207M
- Clients
- 288
- Avg AUM / client
- $720K
- Accounts
- 882
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 213 | $77.3M | 37.3% |
| High net worth individuals | 75 | $130M | 62.7% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Allen Regan | Ceo | CFP Chartered Financial Consultant | Oct 2023 (3y) | 75% or more |
| Mccarthy, Michelle, Anne | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Kaitlyn Hedger | Registered representative | Oct 2023 (3y) | ||
| Robert Edward Morvice | Registered representative | CFP | Oct 2023 (3y) | |
| Anthony Petan | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 944 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $203M (98% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗