PREVAIL WEALTH MANAGEMENT LLC
Legal name: PREVAIL WEALTH MANAGEMENT
CRD #164532 SEC #801-122532 KIRKLAND, WA 425-448-1818
SEC Registered
Total AUM
$214.6M
Discretionary
$214.6M
Employees
5
Clients
101
Accounts
240
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $214.6M | $214.6M | $0 | 5 | 0 |
| Mar 2025 | $214.6M | $214.6M | $0 | 5 | 0 |
| Apr 2024 | $180.8M | $180.8M | $0 | 6 | 0 |
| Jun 2023 | $157.7M | $156.1M | $1.5M | 7 | 0 |
| Apr 2023 | $157.7M | $156.1M | $1.5M | 7 | 0 |
| Oct 2022 | $128.2M | $127.4M | $848.1K | 6 | 0 |
| Apr 2022 | $128.2M | $127.4M | $848.1K | 6 | 0 |
| Sep 2021 | $109M | $108.2M | $815K | 5 | 0 |
DateMay 2025
Total AUM$214.6M
Discretionary$214.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$214.6M
Discretionary$214.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$180.8M
Discretionary$180.8M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$157.7M
Discretionary$156.1M
Non-Disc.$1.5M
Employees7
Clients0
DateApr 2023
Total AUM$157.7M
Discretionary$156.1M
Non-Disc.$1.5M
Employees7
Clients0
DateOct 2022
Total AUM$128.2M
Discretionary$127.4M
Non-Disc.$848.1K
Employees6
Clients0
DateApr 2022
Total AUM$128.2M
Discretionary$127.4M
Non-Disc.$848.1K
Employees6
Clients0
DateSep 2021
Total AUM$109M
Discretionary$108.2M
Non-Disc.$815K
Employees5
Clients0