Data / Investment advisers / Kansas / Prevail Innovative Wealth Advisors, LLC
Prevail Innovative Wealth Advisors, LLC, Leawood, KS: $932 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Prevail Innovative Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Leawood, Kansas and reports $932 million in regulatory assets under management in its Form ADV filed September 30, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, fixed fees and commissions. It advises 1 private fund.
The request: Watch Prevail Innovative Wealth Advisors, LLC (CRD number 288641): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 288641
- SEC file number
- 801-123758
- SEC status
- Approved, effective April 19, 2022
- Main office
- 4745 W. 136th Street, Leawood, KS 66224
- Phone
- (913) 295-9500
- Regulatory AUM
- $931,844,457 in the Form ADV filed September 30, 2026
- Discretionary AUM
- $926,056,034
- Non discretionary AUM
- $5,788,423
- Accounts
- 2,149
- Employees
- 41, of which 31 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, commissions, performance based fees
- Private funds
- 1: 1 venture capital fund
- Gross assets of private funds
- $21,200,000
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- September 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 162 | $450.5 million |
| Pension and profit sharing plans | 29 | $239.9 million |
| Individuals (other than high net worth individuals) | 626 | $210.6 million |
| Pooled investment vehicles | 1 | $21.2 million |
| Corporations or other businesses | 4 | $9.5 million |
| Charitable organizations | Fewer than 5 | $126,079 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $931.8 million | March 19, 2026 |
| December 1, 2025 | $815.4 million | June 12, 2025 |
Other advisers in Leawood
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cetera Planning Partners | Leawood | $4.16 billion | Not listed | adviserinfo.sec.gov |
| Fas Wealth Partners, Inc. | Leawood | $3.78 billion | Not listed | adviserinfo.sec.gov |
| Kavar Capital Partners | Leawood | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Mitchell Capital Management Co | Leawood | $847.3 million | Not listed | adviserinfo.sec.gov |
| 503 Capital Partners, LLC | Leawood | $636.4 million | 8 | adviserinfo.sec.gov |
| Prairie Advisory, LLC | Leawood | $554.3 million | Not listed | adviserinfo.sec.gov |
| ETF Portfolio Partners, Inc. | Leawood | $431.1 million | Not listed | adviserinfo.sec.gov |
| Normandy Investment Advisors | Leawood | $273.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Leawood, KS
- Investment advisers in Kansas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Prevail Innovative Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.