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| Happy Holidays!! thanks for using AUM13F!! |
| Prevail Innovative Wealth Advisors LLC
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| CRD # | 288641 |
| SEC # | 801-123758 |
| CIK # | 0001989941 |
| AUM | $815.4 M (2025-06-12) |
| Employees | 45 (73% Investors, 0% Brokers) |
| Phone | 913-295-9500 |
| Address | 4745 W 136th Street Leawood, KS 66224 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001989941 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.4 | ||
| Apple Inc | 8.7 | ||
| Exxon Mobil Corp | 7.4 | ||
| Microsoft Corp | 6.6 | ||
| PulteGroup Inc/MI/ | 6.2 | ||
| Chesapeake Energy Corp | 6.1 | ||
| AMB Property Corp | 6.0 | ||
| Harris Corp /DE/ | 5.7 | ||
| Occidental Petroleum Corp /DE/ | 5.5 | ||
| Amazon Com Inc | 5.4 | ||
| Synopsys Inc | 5.2 | ||
| Applied Industrial Technologies Inc | 4.8 | ||
| Iron Mountain Inc | 4.8 | ||
| Denali Holding Inc | 4.8 | ||
| Eaton Corp Ltd | 4.8 | ||
| Coca Cola Co | 4.7 | ||
| Facebook Inc | 4.6 | ||
| Bank of America Corp /DE/ | 4.6 | ||
| Consolidated Tomoka Land Co | 4.4 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Prevail Venture Capital Fund I LP | 2025-03-28 | 3.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 540 | 161.8 |
| (b) Individuals (high net worth individuals) | 147 | 380.4 |
| (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 | 3.9 |
| (g) Pension and profit sharing plans | 36 | 250.4 |
| (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 | 0 | 7.4 |
| (n) Other | 45 | 11.4 |
| Total | 1,953 | 815.4 |
| By Discretionary | ||
| Discretionary | 1,939 | 805.9 |
| Non-Discretionary | 14 | 9.5 |
| Total | 1,953 | 815.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 815.4 | |
| Total | 1,953 | 815.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001989941] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Castlekeep Investment Advisors LLC
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|
CT | 0.8 |
|
Vestia Advisors LLC
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|
IN | 0.8 |
|
KMH Wealth Management LLC
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|
TX | 0.8 |
|
McLean Asset Management Corporation
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VA | 0.8 |
|
McRae Capital Management Inc
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NJ | 0.8 |
|
Clayton Financial Services Inc
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|
KS | 0.8 |
|
Tufton Capital Management LLC
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|
MD | 0.8 |
|
Flaharty Asset Management LLC
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|
FL | 0.8 |
|
Garrett Wealth Advisory Group LLC
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|
TX | 0.8 |
|
The O'Dell Group LLC
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|
OH | 0.8 |