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Prevail Wealth Management LLC

● SEC registered since 2021CRD 164532SEC# 801-122532Kirkland, WA
Export (members)
Reg. AUM
$214.6M
Employees
5
Accounts
240
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 $214.6 million in regulatory assets under management and employs 5 people.
www.prevailwealth.comView on SEC.gov ↗

Prevail Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Amy Marie Mutal ControlPrincipal Owner/Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Prevail Wealth Management LLC manage?

Prevail Wealth Management LLC reports $214.6 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

Address520 Kirkland Way, Ste 201, Kirkland, WA 98033
Phone425-448-1818
Fax888-425-6676
Office hours9:00a.m.-5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$214.6M
Non-discretionary$0
Total (RAUM)$214.6M