# PV Wealth & Tax Advisors

> Client portal for accessing financial portfolios and advisor communication. (iPhone/iPad app by PrairieView Wealth Partners, LLC.)

- Source: https://appshunter.io/ios/app/pv-wealth-and-tax-advisors/id6478176191 (this page in markdown: same URL + `.md`)
- Developer: [PrairieView Wealth Partners, LLC](https://appshunter.io/developer/1732111381)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: English
- Released: 2024-03-07
- Data updated: 2026-07-06
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/pv-wealth-and-tax-advisors/id6478176191/reviews.md

## What is PV Wealth & Tax Advisors?

The PrairieView Wealth & Tax Advisors mobile phone application enables authorized clients to access portfolio and contact data in a simplified manner. On the application, users can view their financial account details, review performance, view and share documents and interact with the PrairieView Wealth & Tax Advisors Team.

Requirements: You need to have been given Black Diamond portal access by the PrairieView Wealth & Tax Advisors Team. If you would like to request access, please contact the PrairieView Wealth & Tax Advisors Team at info@pv-wp.com.

## Key features

- View financial account details
- Review portfolio performance
- View and share documents
- Interact with advisors
- Secure client portal access


## Frequently asked questions about PV Wealth & Tax Advisors

### How do I get access to PV Wealth & Tax Advisors?

You need to have been granted Black Diamond portal access by the PrairieView Wealth & Tax Advisors Team. If you wish to request access, please contact them at info@pv-wp.com.

### What devices does PV Wealth & Tax Advisors support?

PV Wealth & Tax Advisors is available on iPhone, iPad, and iPod devices.

### Is PV Wealth & Tax Advisors free to use?

Yes, PV Wealth & Tax Advisors is free to download and use. It does not feature in-app purchases or advertisements.

### How secure is PV Wealth & Tax Advisors?

The application is designed to provide authorized clients with secure access to their financial account details and sensitive documents. Specific security protocols are managed by the Black Diamond portal system.

### What kind of financial information can I view on PV Wealth & Tax Advisors?

You can view your financial account details and review the performance of your investment portfolio. The app also allows for viewing and sharing of important documents.

### How often is PV Wealth & Tax Advisors updated?

The latest version is 1.95, and the app was last updated on May 4, 2026. This indicates a history of regular updates to maintain functionality and security.

### What is the age rating for PV Wealth & Tax Advisors?

PV Wealth & Tax Advisors has an age rating of 4+, making it suitable for users of all ages.

### Can I interact with my advisors through PV Wealth & Tax Advisors?

Yes, the application allows you to interact directly with the PrairieView Wealth & Tax Advisors Team. This facilitates communication regarding your financial matters.

## Version history (last 5 releases)

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2025-12-22

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

## Apps similar to PV Wealth & Tax Advisors

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Calamos Wealth Management](https://appshunter.io/ios/app/calamos-wealth-management/id6503091109) | — | Free | Finance |
| [Waverly Advisors](https://appshunter.io/ios/app/waverly-advisors/id796462003) | 5.0 (1) | Free | Finance |
| [Blueleaf Advisor](https://appshunter.io/ios/app/blueleaf-advisor/id1584023514) | 3.0 (2) | Free | Finance |
| [Integrity Wealth Advisors](https://appshunter.io/ios/app/integrity-wealth-advisors/id1589813463) | — | Free | Finance |
| [Crestwood Advisors](https://appshunter.io/ios/app/crestwood-advisors/id1509044508) | 5.0 (5) | Free | Finance |
| [BlueSky Port](https://appshunter.io/ios/app/bluesky-port/id1116989375) | — | Free | Finance |

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-06.*