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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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