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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 22, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MUTAL, AMY, MARIE | I | PRINCIPAL OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MUTAL, AMY, MARIE | I | PRINCIPAL OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MUTAL, AMY, MARIE | I | PRINCIPAL OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MUTAL, AMY, MARIE | I | PRINCIPAL OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MUTAL, AMY, MARIE | I | PRINCIPAL OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MUTAL, AMY, MARIE | I | PRINCIPAL OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MUTAL, AMY, MARIE | I | PRINCIPAL OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MUTAL, AMY, MARIE | I | PRINCIPAL OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 22, 2025 REGISTERED
Notice Filings (6)
AZ CA FL OR TX WA
Address
520 KIRKLAND WAYSTE 201
KIRKLAND, WA 98033
United States
Phone: 425-448-1818