$365.4M Total AUM
$365.4M Disc. AUM
36.5% 3Y CAGR
8 Employees
244 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- CrestDelta +more
- Established Date
- 01-20-2009
- Office Locations
- 1
Office Locations
3175 Sienna DR S STE 100 Fargo ND
About Prairiewood Wealth Management
Prairiewood Wealth Management is a Fargo, ND-based fee-only, independent RIA serving families with a “Family CFO” approach—coordinating investment management with proactive, tax-integrated financial planning across estate, insurance, and charitable strategies. Advisors hold CPA/CFA/CFP credentials and act as fiduciaries focused on long-term wealth preservation, growth, and legacy planning.
Team overview
38 AVG AGE
$91.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
5.8 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Eagle Horizon Summit north Atlas ridge
Client Personas
Catalyst ridge Horizon foundation
Custodian
Glacier Oak Optima Unison Vector Pathway pioneer Pioneer catalyst Timber alpha Vital foundation Timber
Fund Managers
Foundation momentum
Investment Themes
Eagle North Matrix fusion Peak
Investment Vehicles
Vertex vertex
Platform
Fusion foundation
Services
Unison Matrix fusion Pathway Capital peak Fusion radial Signal fusion Harbor Quantum Capital vector Oak Atlas value
Technology
Fusion Frontier Momentum vertex Legacy Matrix harbor
Owner & Executives
Nathan Mark Anderson
Chief Compliance Officer, Financial Advisor
- CRD
- #7112516
- Ownership
- Less than 5%
(623) 851-4279
bridge.element@insightcapital.com
in linkedin.com/in/radial-matrix
STEVEN MICHAEL NELSON
Founder, Managing Partner
- CRD
- #5629434
- Ownership
- Less than 5%
(377) 633-8939
vital.timber@deltacapital.com
in linkedin.com/in/crest-zenith
Showing 2 of 2 owners & executives
Unlock allContacts
Parker Alan Jacobs
Client Services Associate
- CRD
- #7784291
(668) 930-9862
catalyst.element@legacycapital.com
in linkedin.com/in/value-north
M
Matthew J McIntyre
--
- CRD
- #6975028
(481) 276-4796
beacon.meridian@frontiercapital.com
in linkedin.com/in/pathway-harbor
W
Wave atlas
Zenith element matrix
- CRD
- #53055
(740) 772-6419
unison.optima@atlascapital.com
in linkedin.com/in/ridge-crest
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $365,413,413 | $304,258 |
| Non-Discretionary | $0 | -- |
| Total | $365,413,413 | $304,258 |
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Separately Managed Accounts
Total SMA Asset: $365,413,413
Public Funds:
9.2% Equity - Exchange:
10.4% Cash:
8.0% Derivatives:
13.5% Equity - OTC:
11.9% Municipal Bonds:
17.2% Other:
15.9% Other:
13.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $377,795,421 | 9.2% |
| Equity - Exchange | $427,073,085 | 10.4% |
| Cash | $328,517,758 | 8.0% |
| Derivatives | $554,373,716 | 13.5% |
| Equity - OTC | $488,670,165 | 11.9% |
| Municipal Bonds | $706,313,179 | 17.2% |
| Other | $652,929,044 | 15.9% |
| Other | $570,799,604 | 13.9% |
| Total | $4,106,471,972 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA RADIAL | WAVE HORIZON | 98DJIYKPS | BSCP | 2.96% | $37,499,971 |
| VITAL FOCUS DELTA | CATALYST EMBER | FF8WJFXPT | IFWHK | 6.45% | $69,598,221 |
| CATALYST SIGNAL | FUSION EMBER | K4A61M1KD | SFWAL | 0.69% | $90,848,420 |
| VECTOR VECTOR QUANTUM | FOCUS VERTEX | 61HXDNJ6V | IXNPW | 0.64% | $72,730,450 |
| VERTEX BRIDGE SUMMIT | FOCUS VECTOR | TN6XOL8WO | SECV | 1.51% | $41,064,050 |
| ATLAS OPTIMA PIONEER | SIGNAL FRONTIER | 56K7JJZ48 | RQOHE | 10.65% | $112,792,941 |
| BRIDGE FRONTIER | ATLAS LEGACY | PWY6YSVPU | JNUGO | 2.57% | $16,372,717 |
| RADIAL RADIAL ELEMENT | EAGLE MOMENTUM | A2WA86M0A | WFZ | 9.27% | $103,952,174 |