SEC Form ADV

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Firm profile: Prevail Innovative Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserKS
$931.8M
Assets Under Management
41
Employees
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Registration Details

Accession
crd-288641
Location
LEAWOOD, KS
Filing Date
September 30, 2026
AUM
$931.8M
Institutional Clients
30
Employees
41
Amendment
No

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension PlansCharitable OrganizationsCorporations

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $21.2M in combined gross assets.

  • PREVAIL VENTURE CAPITAL FUND I LPVenture Capital Fund$21.2M

About this Adviser

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC is a registered investment adviser headquartered in LEAWOOD, KS, managing approximately $931.8M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.