Prairie Wealth Advisors, Inc.
Prairie Wealth Advisors, Inc. is a SEC-registered investment advisory firm headquartered in Omaha, Nebraska, founded in 2012. The firm offers comprehensive investment advisory services including asset management, financial planning, and consulting mainly to individuals (including high-net-worth clients), as well as charitable organizations and corporations. With approximately 8 employees, they strive to be their clients’ trusted advisors, acting with fiduciary responsibility and transparency about fees. Prairie Wealth Advisors also advises on private fund investments such as Nebraska Digital Mining I, LLC.
Investment Strategy
Prairie Wealth Advisors, Inc. provides investment advisory services focused on asset management and financial planning tailored to individual goals. Their approach includes designing strategies to achieve clients’ objectives through ongoing portfolio management and account monitoring. They offer comprehensive portfolio management, recommend private fund investments for eligible clients, and maintain a fiduciary duty to act in the best interests of their clients while managing potential conflicts of interest. The firm provides both discretionary and non-discretionary asset management and emphasizes transparency, fee-only compensation, and individualized wealth strategies.
Top Holdings
Equity Positions (151)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LNN | LINDSAY CORP | 23.65% | $55.4M | 383,791 | $115.63 | $144.25 | +$6.8M |
N NVDA | NVIDIA CORPORATION | 9.57% | $22.4M | 141,851 | $90.36 | $157.99 | +$6.8M |
G GLD | SPDR GOLD TR | 5.14% | $12.0M | 39,494 | $209.61 | $304.83 | +$580.3K |
A AMZN | AMAZON COM INC | 3.64% | $8.5M | 38,801 | $180.97 | $219.39 | +$1.1M |
I IAU | ISHARES GOLD TR | 3.22% | $7.5M | 120,936 | $43.17 | $62.36 | +$258.4K |