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Home > Retirement Planners > kansas > leawood > PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
4745 W. 136th Street
Leawood, Kansas 66224
Tel: 913-295-9500
About PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC, formally registered with the SEC as PREVAIL INNOVATIVE WEALTH ADVISORS, LLC. The firm was established in 04/19/2022. They have over 3 offices throughout the country.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC is a Leawood, Kansas based Financial Planning firm with nearly $263,670,634 assets under management, offering retirement planning & investment advisory services to 992 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288641 |
| SEC# | 801-123758 |
| Assets Managed by Firm | $263,670,634 |
| No. of Clients | 992 |
| No. of Advisors | 26 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commision Based
Advisory Services Provided
- Portfolio Management for Individuals
- Pension Consulting Services
- Publication of periodicals or Newsleters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 992 | $263,670,634 |
| Individuals (other than high net worth individuals) | 298 | $90,888,035 |
| High net worth individuals | 71 | $172,782,599 |
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