About Prevail Innovative Wealth Advisors, LLC
<p>Founded in 2017, Prevail Innovative Wealth Advisors, LLC uses a “Financial Board of Directors” team model that it says “flies in the face of conventional wealth management.” The firm is an SEC-registered investment advisor based in Leawood, Kansas, in the Kansas City metro area.</p> <p>Prevail works with high-net-worth individuals and business owners, and it also supports employers and committees tied to corporate-sponsored retirement plans. For organizations looking at plan support, the firm operates as a <a href="/plan-advisors">plan advisor</a> and helps connect retirement plan decisions to broader financial planning goals.</p> <p>Services include investment management, tax-free strategies, and real estate investment opportunities, along with financial planning focused on building and growing wealth. As of 2026, the firm reports $0.8B in assets under management and has 26 employees.</p> <p>What sets Prevail apart is its board-style, team-based structure, which brings multiple perspectives to client planning rather than a single-advisor approach.</p> <ul> <li>SEC-registered investment advisory firm</li> <li>Team-based “Financial Board of Directors” planning model</li> <li>Investment management and financial planning</li> <li>Tax-free strategies and real estate investment opportunities</li> <li>Support for corporate-sponsored retirement plans, including 401(k) plan relationships</li> </ul>
Website: https://prevailiws.com/
Founded: 2017
Employees: 26
Office Locations
- Leawood, KS (Headquarters)
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $815.4M