Prevail Innovative Wealth Advisors, LLC
Leawood, KS·SEC-registered · CRD #288641
Prevail Innovative Wealth Advisors, LLC is an SEC-registered investment advisory firm in Leawood, KS managing $932M across 2.2k client accounts, with 31 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$932M
Client accounts
2.2k
Advisory staff
31
Fee model
Fee-based
How Prevail Innovative Wealth Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Prevail Innovative Wealth Advisors, LLC
How much does Prevail Innovative Wealth Advisors, LLC manage?
Per its most recent SEC Form ADV filing (04/28/2026), Prevail Innovative Wealth Advisors, LLC reports $932M in regulatory assets under management across roughly 2.2k client accounts.
How does Prevail Innovative Wealth Advisors, LLC charge?
Prevail Innovative Wealth Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Prevail Innovative Wealth Advisors, LLC a fiduciary?
Yes. Prevail Innovative Wealth Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #288641), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Prevail Innovative Wealth Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Prevail Innovative Wealth Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Leawood, KS
Profile compiled from Prevail Innovative Wealth Advisors, LLC's public SEC Form ADV filing (CRD #288641, filed 04/28/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Prevail Innovative Wealth Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Prevail Innovative Wealth Advisors, LLC? Claim this profile.