Prevail Innovative Wealth Advisors, LLC
● SEC registered since 2022CRD 288641SEC# 801-123758Leawood, KS
Ranks #3,090 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$931.8M
Fund GAV
$21.2M
Private funds
1
Employees
41
Accounts
2,149
Location
Leawood, KS
Prevail Innovative Wealth Advisors, LLC assets under management
Prevail Innovative Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Leawood, KS. The firm has been registered since 2022. It reports $931.8 million in regulatory assets under management and employs 41 people. Prevail Innovative Wealth Advisors, LLC manages 1 private fund with combined gross assets of $21.2 million, including Prevail Venture Capital Fund I LP. By regulatory assets, it ranks 3,090 of 6,004 private fund managers.
Prevail Innovative Wealth Advisors, LLC private funds
1 funds · $21.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Prevail Venture Capital Fund I LP | Venture Capital | $21.2M | $250K |
Prevail Innovative Wealth Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Franklin Stafford Control | Chief Compliance Officer, President And Member | 10-25% | 2017 |
| Bradley Christopher Lawing Control | Vice President And Member | 25-50% | 2017 |
| Heather Ann Renfro | Member | 5-10% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Prevail Innovative Wealth Advisors, LLC manage?
Prevail Innovative Wealth Advisors, LLC reports $931.8 million in regulatory assets under management on its Form ADV.
How many private funds does Prevail Innovative Wealth Advisors, LLC manage?
Prevail Innovative Wealth Advisors, LLC manages 1 private funds with combined gross assets of $21.2 million.
How many employees does Prevail Innovative Wealth Advisors, LLC have?
Prevail Innovative Wealth Advisors, LLC reports 41 employees.
Where is Prevail Innovative Wealth Advisors, LLC located?
Prevail Innovative Wealth Advisors, LLC is based in Leawood, KS and has been SEC-registered since 2022.
Does Prevail Innovative Wealth Advisors, LLC disclose fund performance?
Prevail Innovative Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4745 W. 136th Street, Leawood, KS 66224 |
| Phone | 913-295-9500 |
| Fax | 913-689-2444 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$931.8M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
AUM vs fund managersTop 51%
Larger than 49% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$931.8Mregulatory AUM
Discretionary $926.1MNon-discretionary $5.8M