Prevail Innovative Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Leawood, KS. Its latest Form ADV filing, dated April 28, 2026, reports $932M in regulatory assets under management, 41 employees, 2 offices, and 2,149 accounts.
Top client segmentIndividuals represent 76.2% of total clients.
Top client categories% of clientsClients
1
Individuals
76.2%
626
2
HNWI
19.7%
162
3
Pension Plans
3.5%
29
4
Corporations
0.5%
4
5
Pooled Investment Vehicles
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$932Mas of April 28, 2026
Discretionary99.4%
$926M
99% of total RAUM99.4%
Non-discretionary0.6%
$6M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$932M
Total Accounts2,149
10Y AUM Change+$932M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees41
Clients per Employee20:1
10Y Employee Change+40 (+4000.0%)
* 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.