Prevail Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kirkland, WA. Its latest Form ADV filing, dated March 30, 2026, reports $261M in regulatory assets under management, 5 employees, 1 office, and 746 accounts.
Assets Under Management
$261M
Employees
5
Offices
1 office
Total Clients
264
Primary office
KIRKLAND, WA
520 KIRKLAND WAY, STE 201, KIRKLAND, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.4% of total clients.
Top client categories% of clientsClients
1
Individuals
67.4%
178
2
HNWI
32.6%
86
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$261Mas of March 30, 2026
Discretionary100.0%
$261M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$261M
Total Accounts746
10Y AUM Change+$152M (+139.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee53:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.