Investment adviser · CRD 288641

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Investment adviser filing (IA)

LEAWOOD, KS, United States · Form ADV filed Sep 30, 2026

Regulatory AUM: $932M
Client accounts: 2,149
Employees: 41
Advisory professionals: 31

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	162	$450,521,493	48.3%
Retirement plans	29	$239,881,887	25.7%
Individuals	626	$210,621,609	22.6%
Pooled investment vehicles	1	$21,200,000	2.3%
Corporations & businesses	Fewer than 5	$9,493,389	1.0%
Charities	Fewer than 5	$126,079	0.0%

Filing source

Form ADV 2135490 · Sep 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PREVAIL VENTURE CAPITAL FUND I LPVenture Capital Fund · Last reported Sep 30, 2026$21.2MGross asset value

Fund administrator JUNIPER SQUARE SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, L.L.P. HOUSTON, Texas, United States

Custodian CITIZENS BANK, N.A PROVIDENCE, Rhode Island, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

Fund details & source

Fund ID: 805-6409097814
Reported beneficial owners: 58
Minimum commitment: $250K

Form ADV 2135490 · Sep 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters

Compensation

Percentage of assets · Fixed · Commissions · Performance-based

Principal office

4745 W. 136TH STREET
LEAWOOD, KS, 66224, United States

CRD 288641

Filing source

Form ADV 2135490 · Sep 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.