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Building 2PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Map pinLEAWOOD, KS
Phone913-295-9500
NotebookSEC #801-123758
Total AUM
$931.8M
Employees
41
Clients
823

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4745 W. 136TH STREET
LEAWOOD
KS 66224
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
913-295-9500
Other Offices
2

ReceiptFinancials

Total AUM
$931.8M
Accounts
2,149
Discretionary
$926.1M
Accounts
2,137
Non-Discretionary
$5.8M
Accounts
12

ContactClients

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Individual Clients
626
AUM
$210.6M
HNW Individual Clients
162
AUM
$450.5M
Pooled Vehicle Clients
1
AUM
$21.2M
Pension/Profit Sharing Plan Clients
29
AUM
$239.9M
Charitable Organization Clients
1
AUM
$126.1K
Corporation or Business Clients
4
AUM
$9.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
VARIABLE ANNUITY & LIFE SUB-ACCOUNT MANAGEMENT
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACOFLGAIAKSMDMONENVOHOKPATNTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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