Prevail Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$260,809,981
Clients
264
33% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
264
Very HighAverage account size
$987,917
About
Prevail Wealth Management provides personalized financial planning and ongoing wealth and investment advisory services to individuals (including high-net-worth clients), families, trusts, foundations, non-profits, and business entities. The firm’s services described in the brochure include comprehensive financial planning, individual portfolio management, Prevail Select model portfolios, retirement-plan consulting and ERISA fiduciary services, managed variable annuity sub-accounts, limited hourly engagements, and account-aggregation reporting.
Prevail operates as a fee-only fiduciary and generally manages client accounts on a discretionary basis using written Investment Policy Statements and balanced model portfolios with equity exposures that typically range from 0% to 90%. The firm emphasizes diversified allocations implemented largely with ETFs, index and mutual funds, and applies asset-location and tax-aware practices (including combining related accounts) to seek improved after-tax outcomes; accounts are reviewed at least quarterly.
Noteworthy in the brochure is the concentration of responsibility: Prevail reports approximately $260.8 million in assets under management and serves roughly 264 clients under one primary advisor, a client count and AUM-per-advisor profile that is uncommon among supported firms. The firm also highlights ERISA 3(38) retirement-plan services, management of VA sub-account model portfolios, and institutional custody relationships (including Schwab and TradePMR) with disclosures about custodial services and related benefits.
Client services
Financial planning
Portfolio management
Expertise
Charitable giving tax strategies
Wealth management
Tax-loss harvesting
Passive / index investing
Multi-generational wealth transfer
Fee options
Typically $250.00 per hour for standalone financial planning services, negotiable
Account minimum: $3,000 minimum annual fee Minimum fee: Minimum annual fee of $3,000 for investment advisory services Fee-only: Fee-only advisory firm, compensated solely by its Clients; no commissions or other third-party compensation
Main office location
Prevail Wealth Management
520 Kirkland Way, Ste 201
Kirkland WA 98033, United States
Number of offices
2
Most active in
Prevail Wealth Management has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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