PREVAIL WEALTH MANAGEMENT

520 Kirkland Way
Ste 201
Kirkland, Washington 98033
Tel: 425-448-1818

About PREVAIL WEALTH MANAGEMENT

PREVAIL WEALTH MANAGEMENT, formally registered with the SEC as PREVAIL WEALTH MANAGEMENT. The firm was established in 10/19/2021. They have over 2 offices throughout the country.

PREVAIL WEALTH MANAGEMENT is a Kirkland, Washington based Financial Planning firm with nearly $180,839,000 assets under management, offering retirement planning & investment advisory services to 695 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164532
SEC#	801-122532
Assets Managed by Firm	$180,839,000
No. of Clients	695
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	695	$180,839,000
Individuals (other than high net worth individuals)	165	$53,431,000
High net worth individuals	58	$127,408,000

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