Prevail Wealth Management LLC
● SEC registered since 2021CRD 164532SEC# 801-122532Kirkland, WA
Reg. AUM
$260.8M
Employees
5
Accounts
746
Location
Kirkland, WA
Prevail Wealth Management LLC assets under management
Prevail Wealth Management LLC is an SEC-registered investment adviser based in Kirkland, WA. The firm has been registered since 2021. It reports $260.8 million in regulatory assets under management and employs 5 people.
Prevail Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Marie Mutal Control | Principal Owner/Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Prevail Wealth Management LLC manage?
Prevail Wealth Management LLC reports $260.8 million in regulatory assets under management on its Form ADV.
How many employees does Prevail Wealth Management LLC have?
Prevail Wealth Management LLC reports 5 employees.
Where is Prevail Wealth Management LLC located?
Prevail Wealth Management LLC is based in Kirkland, WA and has been SEC-registered since 2021.
Does Prevail Wealth Management LLC disclose fund performance?
Prevail Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 520 Kirkland Way, Ste 201, Kirkland, WA 98033 |
| Phone | 425-448-1818 |
| Fax | 888-425-6676 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$260.8M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$260.8Mregulatory AUM
Discretionary $260.8M