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| Prevail Innovative Wealth Advisors LLC
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|---|---|
| CRD # | 288641 |
| SEC # | 801-123758 |
| CIK # | 0001989941 |
| AUM | $501.2 MM (2024-08-23) |
| Employees | 33 (30% Investors, 0% Brokers) |
| Phone | 913-295-9500 |
| Address | 4745 W 136th Street Leawood, KS 66224 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ZTS | 80,063.3 | 4.6 | |
| ZI | 14,090.5 | 4.6 | |
| ET | 31,904.4 | 4.6 | |
| AMT | 117,747.1 | 4.3 | |
| LULU | 35,556.2 | 4.3 | |
| CIVI | 5,027.5 | 4.1 | |
| VICI | 29,371.6 | 4.1 | |
| AMZN | 1,092,997.8 | 3.4 | |
| ENB | 86,202.3 | 3.4 | |
| CCL | 12,142.1 | 3.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 381 | 94.0 |
| (b) Individuals (high net worth individuals) | 127 | 310.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 92.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,398 | 501.2 |
| By Discretionary | ||
| Discretionary | 1,372 | 486.9 |
| Non-Discretionary | 26 | 14.4 |
| Total | 1,398 | 501.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 501.2 | |
| Total | 1,398 | 501.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001989941] |
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|---|---|---|
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Verde Capital Management Inc
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MI | 0.5 |
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The Hackett Group LLC
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LA | 0.5 |
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Singer Wealth Advisors LLC
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FL | 0.5 |
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MinichMacGregor Wealth Management LLC
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van Den Berg Management I Inc
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TX | 0.5 |
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Colorado Capital Management Inc
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Hapanowicz & Associates Financial Services Inc
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PA | 0.5 |
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Five Oceans Advisors LLC
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CA | 0.5 |
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RDA Financial Network Inc
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IA | 0.5 |
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Charlesworth & RUGG Inc
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CA | 0.5 |