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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CRD 288641 · SEC 801-123758
4745 W. 136TH STREET, LEAWOOD, KS, 66224, United States
Phone
913-295-9500
Fax
913-689-2444
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$931.8M
Discretionary AUM
$926.1M
Team
41 total employees; 31 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Commissions; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsVARIABLE ANNUITY & LIFE SUB-ACCOUNT MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 626 | $210.6M |
| High net worth individuals | 162 | $450.5M |
| Pooled investment vehicles | 1 | $21.2M |
| Pension/profit sharing plans | 29 | $239.9M |
| Corporations/business entities | 4 | $9.5M |
States served
AZ, CA, CO, GA, IA, KS, MD, NE, NV, OH, OK, PA, TN, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD