CRD: 288641
Prevail Innovative Wealth Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between June 12, 2025 and April 28, 2026, reported AUM increased 14.3%, from $815.4M to $931.8M.
Across 5 reported observations, AUM increased 375.0% between May 18, 2022 and April 28, 2026, from $196.2M to $931.8M.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 31 advisory representatives and 822 clients, or 26.5 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on April 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Prevail Innovative Wealth Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Prevail Innovative Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Prevail Innovative Wealth Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Prevail Innovative Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.