Prairie View Wealth Partners provides financial planning and portfolio management for individuals and small businesses.
Prairie View Wealth Partners reports 42 clients. They include 28 high-net-worth individuals and 14 individual clients. Of its assets, 100.0% ($171M across 186 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 33% | 1% |
| High-net-worth individuals | 67% | 99% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 14 | $2.42M | 1.4% | $173K |
| High-net-worth individuals | 28 | $169M | 98.6% | $6.03M |
| Total | 42 | $171M | 100% | $4.08M |
- Clients
- 14
- Regulatory AUM
- $2.42M
- AUM share
- 1.4%
- Avg. per client
- $173K
- Clients
- 28
- Regulatory AUM
- $169M
- AUM share
- 98.6%
- Avg. per client
- $6.03M
Total
- Clients
- 42
- Regulatory AUM
- $171M
- AUM share
- 100%
- Avg. per client
- $4.08M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Prairie View Wealth Partners charges 0.50%–1.25% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$3M | 0.90% |
| $3M–$5M | 0.70% |
| $5M and above | 0.50% |
Fee details and sources
Adam Cox owns 25% to 50% of Prairie View Wealth Partners. The leadership team of Prairie View Wealth Partners includes Chief Compliance Officer Adam Cox. It has 3 employees, 2 of them in advisory roles.
Leadership
Adam CoxPartner and Chief Compliance Officer
Paula BindertPartner
Kyle CipperleyPartner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 25% to 50% of Prairie View Wealth Partners LLC
Adam Cox
Control person · since February 2026
- Owns 25% to 50% of Prairie View Wealth Partners LLC
Paula Bindert
Control person · since February 2026
- Owns 25% to 50% of Prairie View Wealth Partners LLC
Kyle Cipperley
Control person · since February 2026
Besides its headquarters, Prairie View Wealth Partners has 0 offices, with 1 listed address in South Dakota.
South Dakota · 1 listed address
- 6212 South Pinnacle Place, Sioux FallsHQ
Contact and registration details
- Legal name
- Prairie View Wealth Partners LLC
- Headquarters
- 6212 South Pinnacle Place, Sioux Falls, SD 57108
- Website
- prairieviewwp.com
- Phone
- 605-777-1851
- SEC file
- 801-135790
- Structure
- South Dakota LLC
- Fiscal year end
- December
Prairie View Wealth Partners uses Raymond James ($171M) as custodian for its separately managed accounts. Prairie View Wealth Partners does not have custody of client assets.
- Raymond JamesRaymond James Financial Services, Inc. · St. Petersburg, FL · $171M100%
At year end, Prairie View Wealth Partners’ separately managed accounts were mostly in stocks (50%) and bonds (21%).
What the accounts hold
- Stocks50%
- Funds16%
- Bonds21%
- Cash13%
How many clients does Prairie View Wealth Partners have?
Prairie View Wealth Partners has 42 clients and manages $171 million for them, as of August 2026. They include 28 high-net-worth individuals and 14 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026
What services does Prairie View Wealth Partners offer?
Prairie View Wealth Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Prairie View Wealth Partners charge?
Prairie View Wealth Partners charges 0.50%–1.25% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: PRAIRIE VIEW WEALTH PARTNERS LLC DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 12 October 2026
Which custodians does Prairie View Wealth Partners use?
Prairie View Wealth Partners’ separately managed account assets are held at Raymond James Financial Services, Inc. (St. Petersburg, FL), with $171M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026
How many financial advisors does Prairie View Wealth Partners have?
Prairie View Wealth Partners has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Prairie View Wealth Partners invest in?
At the end of its last fiscal year, Prairie View Wealth Partners’ separately managed accounts held 50% exchange-traded equities, 21% state and local bonds, 16% registered funds (mutual funds, ETFs, BDCs) and 13% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Prairie View Wealth Partners?
Prairie View Wealth Partners’ direct owners are Adam Cox, Paula Bindert and Kyle Cipperley, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 6 August 2026
How does Prairie View Wealth Partners get paid?
Prairie View Wealth Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Prairie View Wealth Partners?
Prairie View Wealth Partners’ main office is at 6212 South Pinnacle Place, Sioux Falls, SD 57108. Its phone number is 605-777-1851. Its website is prairieviewwp.com.