Overview
Assets Under Management: $181 million
Headquarters: KIRKLAND, WA
High-Net-Worth Clients: 79
Average Client Assets: $2 million
Frequently Asked Questions
PREVAIL WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164532), PREVAIL WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
PREVAIL WEALTH MANAGEMENT LLC is headquartered in KIRKLAND, WA.
PREVAIL WEALTH MANAGEMENT LLC serves 79 high-net-worth clients according to their SEC filing dated April 01, 2024. View client details ↓
According to their SEC Form ADV, PREVAIL WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
PREVAIL WEALTH MANAGEMENT LLC manages $181 million in client assets according to their SEC filing dated April 01, 2024.
According to their SEC Form ADV, PREVAIL WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 695
Discretionary Accounts: 695
Regulatory Filings
CRD Number: 164532
Last Filing Date: 2024-04-01 00:00:00
Website: https://prevailwealth.com