PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CRD #288641 SEC #801-123758 LEAWOOD, KS 913-295-9500
SEC Registered Private Funds
Total AUM
$815.4M
Discretionary
$805.9M
Employees
45
Clients
--
Accounts
1,953
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $815.4M | $805.9M | $9.5M | 45 | 0 |
| Apr 2025 | $780M | $739.2M | $40.8M | 45 | 0 |
| Mar 2025 | $780M | $739.2M | $40.8M | 45 | 0 |
| Mar 2025 | $780M | $739.2M | $40.8M | 45 | 0 |
| Dec 2024 | $501.2M | $486.9M | $14.4M | 33 | 0 |
| Aug 2024 | $501.2M | $486.9M | $14.4M | 33 | 0 |
| Mar 2024 | $379.7M | $367.6M | $12.1M | 31 | 0 |
| Jun 2023 | $263.7M | $258.7M | $4.9M | 26 | 0 |
| Jun 2023 | $263.7M | $258.7M | $4.9M | 26 | 0 |
| Mar 2023 | $263.7M | $258.7M | $4.9M | 26 | 0 |
| May 2022 | $196.2M | $193.2M | $3M | 20 | 0 |
| Mar 2022 | $196.2M | $193.2M | $3M | 20 | 0 |
| Mar 2022 | $196.2M | $193.2M | $3M | 20 | 0 |
| Aug 2018 | $57.3M | $41.7M | $15.6M | 4 | 0 |
| Jul 2018 | $57.3M | $41.7M | $15.6M | 4 | 0 |
| May 2018 | $57.3M | $41.7M | $15.6M | 3 | 0 |
| Mar 2018 | $57.3M | $41.7M | $15.6M | 3 | 0 |
| Feb 2018 | $0 | $0 | $0 | 3 | 0 |
| Feb 2018 | $0 | $0 | $0 | 3 | 0 |
| Nov 2017 | $0 | $0 | $0 | 1 | 0 |
| Nov 2017 | $0 | $0 | $0 | 1 | 0 |
| Sep 2017 | $0 | $0 | $0 | 1 | 0 |
| Sep 2017 | $0 | $0 | $0 | 1 | 0 |
| Aug 2017 | $0 | $0 | $0 | 1 | 0 |
| Aug 2017 | $0 | $0 | $0 | 1 | 0 |
| Jul 2017 | $0 | $0 | $0 | 1 | 0 |
| Jul 2017 | $0 | $0 | $0 | 1 | 0 |
| Jun 2017 | $0 | $0 | $0 | 1 | 0 |
| Jun 2017 | $0 | $0 | $0 | 1 | 0 |
| Jun 2017 | $0 | $0 | $0 | 1 | 0 |
| Jun 2017 | $0 | $0 | $0 | 1 | 0 |
| May 2017 | $0 | $0 | $0 | 1 | 0 |
| May 2017 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$815.4M
Discretionary$805.9M
Non-Disc.$9.5M
Employees45
Clients0
DateApr 2025
Total AUM$780M
Discretionary$739.2M
Non-Disc.$40.8M
Employees45
Clients0
DateMar 2025
Total AUM$780M
Discretionary$739.2M
Non-Disc.$40.8M
Employees45
Clients0
DateMar 2025
Total AUM$780M
Discretionary$739.2M
Non-Disc.$40.8M
Employees45
Clients0
DateDec 2024
Total AUM$501.2M
Discretionary$486.9M
Non-Disc.$14.4M
Employees33
Clients0
DateAug 2024
Total AUM$501.2M
Discretionary$486.9M
Non-Disc.$14.4M
Employees33
Clients0
DateMar 2024
Total AUM$379.7M
Discretionary$367.6M
Non-Disc.$12.1M
Employees31
Clients0
DateJun 2023
Total AUM$263.7M
Discretionary$258.7M
Non-Disc.$4.9M
Employees26
Clients0
DateJun 2023
Total AUM$263.7M
Discretionary$258.7M
Non-Disc.$4.9M
Employees26
Clients0
DateMar 2023
Total AUM$263.7M
Discretionary$258.7M
Non-Disc.$4.9M
Employees26
Clients0
DateMay 2022
Total AUM$196.2M
Discretionary$193.2M
Non-Disc.$3M
Employees20
Clients0
DateMar 2022
Total AUM$196.2M
Discretionary$193.2M
Non-Disc.$3M
Employees20
Clients0
DateMar 2022
Total AUM$196.2M
Discretionary$193.2M
Non-Disc.$3M
Employees20
Clients0
DateAug 2018
Total AUM$57.3M
Discretionary$41.7M
Non-Disc.$15.6M
Employees4
Clients0
DateJul 2018
Total AUM$57.3M
Discretionary$41.7M
Non-Disc.$15.6M
Employees4
Clients0
DateMay 2018
Total AUM$57.3M
Discretionary$41.7M
Non-Disc.$15.6M
Employees3
Clients0
DateMar 2018
Total AUM$57.3M
Discretionary$41.7M
Non-Disc.$15.6M
Employees3
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0