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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-20-2009
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between May 16, 2025 and June 30, 2026, reported AUM increased 33.4%, from $274.0M to $365.4M.
Across 5 reported observations, AUM increased 140.9% between May 26, 2022 and June 30, 2026, from $151.7M to $365.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 244 clients, or 61 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full Prairiewood Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Nathan Mark Anderson
Chief Compliance Officer, Financial Advisor
- CRD
- #7112516
- Ownership
- Less than 5%
STEVEN MICHAEL NELSON
Founder, Managing Partner
- CRD
- #5629434
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Parker Alan Jacobs
Client Services Associate
- CRD
- #7784291
Matthew J McIntyre
--
- CRD
- #6975028
Showing 2 of 5 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Prairiewood Wealth Management has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Prairiewood Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.