Prairiewood Wealth Management

Overview

Prairiewood Wealth Management is an SEC registered investment adviser based in Fargo, ND, registered since 2009. It reports $365M in assets under management across 1,201 accounts, with 8 employees. It has 5 investment adviser representatives.

Reported AUM

$365M

Discretionary

100%

Accounts

1,201

Average account

$304K

Employees

8

Advisory reps

5

Registered since

2009

Jurisdictions

2

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Steven Michael Nelson Managing Partner, Chief Compliance Officer CRD 5629434
• Nathan Mark Anderson Chief Compliance Officer CRD 7112516

Advisory reps 3 of 5

• Nathan Mark Anderson Investment Adviser Rep CRD 7112516
• Parker Alan Jacobs Investment Adviser Rep CRD 7784291
• Matthew John Mcintyre Insurance Agent · Investment Adviser Rep CRD 6975028

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3175 Sienna Dr S Ste 100
Fargo, ND 58104

County

Cass

Metro area

Fargo, ND-MN

Region

Midwest

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: pw-wm.com

Every state, with registration dates

Similar firms near Fargo

• Wealth Forward, LLCFargo, ND$228M AUM
• Financial Strategies GroupFargo, ND$189M AUM
• Fjell CapitalFargo, ND$187M AUM
• Light Financial Services, Inc.Fargo, ND$176M AUM
• Complete Investment Advisory, LLCFargo, ND$109M AUM