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PREVAIL WEALTH MANAGEMENT

PREVAIL WEALTH MANAGEMENT LLC

CRD 164532 · SEC 801-122532

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520 KIRKLAND WAY, STE 201, KIRKLAND, WA, 98033, United States

Phone

425-448-1818

Fax

888-425-6676

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$260.8M

Discretionary AUM

$260.8M

Team

5 total employees; 1 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals178$64.0M
High net worth individuals86$196.8M

States served

AZ, WA, TX

All web addresses on file

Official SEC filing: View on IAPD