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Building 2PREVAIL WEALTH MANAGEMENT

Map pinKIRKLAND, WA
Phone425-448-1818
NotebookSEC #801-122532
Total AUM
$260.8M
Employees
5
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
520 KIRKLAND WAY
STE 201
KIRKLAND
WA 98033
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
425-448-1818
Other Offices
1

ReceiptFinancials

Total AUM
$260.8M
Accounts
746
Discretionary
$260.8M
Accounts
746
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
178
AUM
$64M
HNW Individual Clients
86
AUM
$196.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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