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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2023
- Office Locations
- 1
Office Locations
About Prairieview Wealth & TAX Advisors
Prairieview Wealth & Tax Advisors is a retail-focused RIA providing wealth management and tax-forward planning, including financial and tax planning, estate planning, insurance, business succession, and 529 planning. Investment implementation includes ETFs and mutual funds alongside fixed income and other themes such as real estate and infrastructure, with an entrepreneur client focus. Custody is with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
TIMOTHY ALLEN REGAN
Chief Executive Officer, Partner
- CRD
- #2812034
- Ownership
- 75% or more
MICHELLE ANNE MCCARTHY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Kaitlyn Hedger
--
- CRD
- #7064953
ROBERT EDWARD MORVICE Jr.
--
- CRD
- #4639497
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $207,454,539 | $235,209 |
| Non-Discretionary | $0 | -- |
| Total | $207,454,539 | $235,209 |
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Separately Managed Accounts
Total SMA Asset: $207,454,539
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,494,904,927 | 29.5% |
| Cash | $1,393,555,441 | 27.5% |
| Equity - Exchange | $744,918,727 | 14.7% |
| Corporate - Investment Grade | $1,434,095,235 | 28.3% |
| Total | $5,067,474,330 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM ZENITH EMBER | WAVE CREST | WY2XBN2BN | DKWVN | 4.65% | $69,860,484 |
| SUMMIT MOMENTUM | LEGACY INSIGHT | OCL4NV28M | GHLL | 5.03% | $92,339,805 |
| HARBOR FUSION CREST | UNISON PIONEER | 94Q54ZH2C | LVSR | 1.37% | $101,591,410 |
| FOUNDATION FRONTIER | PEAK EMBER | 7FVDR7LY6 | IEHP | 0.83% | $67,739,958 |
| OPTIMA RIDGE PIONEER | WAVE FRONTIER | 01FTZWLDH | FPRQ | 3.49% | $34,031,372 |
| WAVE EAGLE BEACON | MERIDIAN FUSION | 7X0PK2XFL | CZW | 10.82% | $17,519,897 |
| RADIAL ATLAS | VITAL FUSION | SMD85C08B | HQB | 11.79% | $113,981,068 |
| CREST OPTIMA | HORIZON VECTOR | L46TOWNRZ | LYDYN | 4.12% | $14,135,400 |