AUMdb

Prairie View Wealth Partners Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 341361 · SEC file 801-135790 · Sioux Falls, SD · prairieviewwp.com
☆ Save with Pro ADV data as of Aug 06, 2026
Regulatory AUM
$171M
Discretionary
$171M
Clients
42
Avg AUM / client
$4.1M
Accounts
186
Employees
3

AUM over time

$0 $171M
Mar 8, 2026 Aug 6, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Aug 06, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 14 $2.4M 1.41%
High net worth individuals 28 $169M 98.6%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Kyle Charles Cipperley Registered representative CFA Apr 2026 (0y)
Paula Kay Bindert Registered representative Personal Financial Specialist Apr 2026 (0y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/29/2026 850 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 06, 2026.

View current Form ADV (SEC/IAPD) ↗