PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2022

Total AUM

$932M

Discretionary

$926M

99% of AUM

Avg account

$434K

Accounts

2,149

Employees

Advisory reps

Firm details

Headquarters: LEAWOOD, Kansas
CRD number: 288641
Registered since: April 19, 2022
Website: prevailiws.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees
Client types: HNWI48.35%
Pension & Profit Sharing Plans25.74%
Individuals22.6%
Pooled Investment Vehicles2.28%
Corporations / Businesses1.02%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Prevail Innovative Wealth Advisors, LLC is an independent, SEC-registered investment adviser organized as an LLC and registered in 2022. The firm is individually owned and serves both individual/family and institutional clients. Its business activities include insurance brokerage alongside advisory services such as financial planning, portfolio management for individuals and small businesses, pension consulting, and the publication of periodicals or newsletters. Fee arrangements are varied and include percentage-of-AUM billing, fixed fees, commission-based charges and performance-based fees. Prevail is not identified as an active ESG investor. The firm’s affiliations indicate roles beyond pure advisory work: it has ties to a law firm and an insurance company and acts as a sponsor, general partner or managing member of pooled investment vehicles and limited partnerships.