Data / Investment advisers / Nebraska / Prairie Wealth Advisors, Inc.
Prairie Wealth Advisors, Inc., Omaha, NE: $558 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Prairie Wealth Advisors, Inc. is an SEC registered investment adviser with its main office in Omaha, Nebraska and reports $558 million in regulatory assets under management in its Form ADV filed July 28, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
The request: Watch Prairie Wealth Advisors, Inc. (CRD number 165266): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 165266
- SEC file number
- 801-77062
- SEC status
- Approved, effective September 21, 2012
- Main office
- 10250 Regency Circle Suite 115, Omaha, NE 68114
- Phone
- (402) 505-6810
- Regulatory AUM
- $557,956,158 in the Form ADV filed July 28, 2026
- Discretionary AUM
- $476,377,824
- Non discretionary AUM
- $81,578,334
- Accounts
- 389
- Employees
- 12, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $50,000,000
- Other offices
- 4
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- July 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 100 | $444.8 million |
| Individuals (other than high net worth individuals) | 270 | $64.2 million |
| Corporations or other businesses | 15 | $46.6 million |
| Charitable organizations | 4 | $2.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $558 million | March 25, 2026 |
| December 1, 2025 | $472.2 million | October 7, 2025 |
Other advisers in Omaha
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cambridge Advisors Inc | Omaha | $693.5 million | Not listed | adviserinfo.sec.gov |
| Westchester Capital Management Inc | Omaha | $691.3 million | Not listed | adviserinfo.sec.gov |
| Smart Wealth, LLC | Omaha | $686.4 million | Not listed | adviserinfo.sec.gov |
| America First Investment Advisors LLC | Omaha | $665.1 million | Not listed | adviserinfo.sec.gov |
| Sequent Planning, LLC | Omaha | $589.5 million | Not listed | adviserinfo.sec.gov |
| Arkfeld Wealth Strategies, L.L.C. | Omaha | $538 million | Not listed | adviserinfo.sec.gov |
| Lawson Kroeker Investment Management Inc | Omaha | $428.6 million | Not listed | adviserinfo.sec.gov |
| Iams Wealth Management, LLC | Omaha | $397.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Omaha, NE
- Investment advisers in Nebraska
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Prairie Wealth Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.