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| Prevail Innovative Wealth Advisors LLC
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| CRD # | 288641 |
| SEC # | 801-123758 |
| CIK # | 0001989941 |
| AUM | 931.8 M (2026-04-28) |
| Employees | 41 (76% Investors, 0% Brokers) |
| Phone | 913-295-9500 |
| Address | 4745 W 136th Street Leawood, KS 66224 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 12.1 | ||
| J P Morgan Chase & Co | 10.9 | ||
| O Reilly Automotive Inc | 10.5 | ||
| Alphabet Inc | 9.8 | ||
| Arista Networks Inc | 9.6 | ||
| FPL Group Inc | 9.5 | ||
| Uber Technologies Inc | 9.5 | ||
| GE Vernova Inc | 9.1 | ||
| American Tower Corp /MA/ | 8.9 | ||
| Monolithic Power Systems Inc | 8.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Prevail Venture Capital Fund I LP | 2025-03-28 | 21.2 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 626 | 210.6 |
| (b) Individuals (high net worth individuals) | 162 | 450.5 |
| (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 | 1 | 21.2 |
| (g) Pension and profit sharing plans | 29 | 239.9 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 4 | 9.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,149 | 931.8 |
| By Discretionary | ||
| Discretionary | 2,137 | 926.1 |
| Non-Discretionary | 12 | 5.8 |
| Total | 2,149 | 931.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 931.8 | |
| Total | 2,149 | 931.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001989941] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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