← Directory
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CRD 288641File 801-123758
APPROVED
Retail clients
Disclosure events
Filing as of Apr 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$931.8M
Above cohort median (national)
Discretionary AUM
$926.1M
Non-discretionary $5.8M
Clients
822
2,149 accounts
Employees
41
Above cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 19, 2022
- Principal office
- 4745 W. 136TH STREET, LEAWOOD, KS, 66224
- Phone
- 913-295-9500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $931.8M
- Discretionary AUM
- $926.1M
- Non-discretionary AUM
- $5.8M
- Discretionary accounts
- 2,137
- Non-discretionary accounts
- 12
- Total accounts
- 2,149
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $9.5M |
| Charitable organizations | Fewer than 5 | $126K |
| High net worth individuals | 162 | $450.5M |
| Pooled investment vehicles | 1 | $21.2M |
| Pension and profit sharing plans | 29 | $239.9M |
| Individuals (other than high net worth individuals) | 626 | $210.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.