Prevail Wealth Management
Prevail Wealth Management is an SEC-registered mass-market adviser in Kirkland, WA with $260.8M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Prevail Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164532, SEC 801-122532, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $260.8M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Kirkland, WA
- Employees
- 5
- Clients
- 264
- CRD
- 164532
- Ownership
- MUTAL, AMY, MARIE
How much AUM does Prevail Wealth Management have?
Prevail Wealth Management reported $260.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Prevail Wealth Management?
Disclosed owners and executives of Prevail Wealth Management include MUTAL, AMY, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.