CRD: 288641
Prevail Innovative Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-07-2017
- Office Locations
- 2
Office Locations
About Prevail Innovative Wealth Advisors, LLC
Prevail Innovative Wealth Advisors is a Leawood, KS wealth manager serving retail and institutional clients with integrated financial planning and investment management. The firm emphasizes diversified tax strategy, portfolio diversification across traditional funds and real estate alternatives, and a “financial board of directors” team approach that brings multiple specialists into client relationships. Custody includes Schwab.
Team overview
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Accredited Investors
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CRM
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Investment Themes
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Owner & Executives
BRADLEY CHRISTOPHER LAWING
Private Wealth Advisor, VICE PRESIDENT
- CRD
- #4986486
- Ownership
- 25% but less than 50%
KERRY LEE LAWING
Chief Executive Officer, Wealth Advisor
- CRD
- #1232996
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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PAUL DOUGLAS ANDRES
Wealth Advisor
- CRD
- #1965553
GARY RANDALL BRATTON
Investment Advisor Representative
- CRD
- #2007991
Showing 2 of 30 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $926,056,034 | $433,344 |
| Non-Discretionary | $5,788,423 | $482,369 |
| Total | $931,844,457 | $433,618 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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