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 4 offices throughout the country.

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC is a Leawood, Kansas based Financial Planning firm with nearly $501,247,968 assets under management, offering retirement planning & investment advisory services to 1398 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288641
SEC#	801-123758
Assets Managed by Firm	$501,247,968
No. of Clients	1398
No. of Advisors	33

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Other (VARIABLE ANNUITY & LIFE SUB-ACCOUNT MANAGEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	1398	$501,247,968
Individuals (other than high net worth individuals)	381	$94,004,130
High net worth individuals	127	$310,225,686
Pension and profit sharing plans	Fewer than 5 clients	$92,273,984
Corporations or other businesses	Fewer than 5 clients	$4,744,168

More Retirement Planning firms in Leawood, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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