| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Prevail Venture Capital Fund I LP | Venture Capital | $3.9M | $250K |
| 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 |
Prevail Innovative Wealth Advisors, LLC reports $815.4 million in regulatory assets under management on its Form ADV.
Prevail Innovative Wealth Advisors, LLC manages 1 private funds with combined gross assets of $3.9 million.
Prevail Innovative Wealth Advisors, LLC reports 45 employees.
Prevail Innovative Wealth Advisors, LLC is based in Leawood, KS and has been SEC-registered since 2022.
Prevail Innovative Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $805.9M |
| Non-discretionary | $9.5M |
| Total (RAUM) | $815.4M |