$931.8M Total AUM
$926.1M Disc. AUM
-- 3Y CAGR
41 Employees
822 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- MeridianTimber +more
- Established Date
- 07-07-2017
- Office Locations
- 2
Office Locations
4745 W. 136th Street Leawood KS
-- Leawood KS
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
44 AVG AGE
$30.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.5 yrs AVG TENURE
41 Employees
31 Advisory Reps
31 RIA Reps
8yrs Firm Age
Insights
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Accredited Investors
Vital timber Oak optima
Asset Classes
Catalyst Eagle prime Signal North element Crest Momentum pathway Value Matrix Glacier Peak
Client Personas
Unison Meridian Signal Ridge
CRM
Bridge vertex
Custodian
Quantum fusion Unison signal Meridian Bridge Peak capital Wave Peak signal Oak beacon Delta Fusion vital Oak catalyst Horizon oak
Investment Themes
Focus pioneer Delta Quantum Horizon value Vertex radial
Investment Vehicles
Bridge Glacier quantum Unison momentum Glacier focus
Platform
Glacier capital Pathway foundation
Services
Signal alpha North focus Zenith Glacier Matrix zenith Pathway Frontier legacy Crest element Bridge element Signal Momentum harbor Timber
Technology
Wave Ember radial North Quantum insight Crest timber Peak eagle
Owner & Executives
B
BRADLEY CHRISTOPHER LAWING
Private Wealth Advisor, VICE PRESIDENT
- CRD
- #4986486
- Ownership
- 25% but less than 50%
(666) 478-1339
pathway.wave@meridiancapital.com
in linkedin.com/in/matrix-pioneer
KERRY LEE LAWING
Chief Executive Officer, Wealth Advisor
- CRD
- #1232996
- Ownership
- 25% but less than 50%
(459) 234-6125
momentum.ridge@zenithcapital.com
in linkedin.com/in/vital-harbor
D
Delta ember
Peak eagle prime
- CRD
- #57172
- Ownership
- 12.3%
(479) 349-6365
vector.insight@timbercapital.com
in linkedin.com/in/summit-harbor
Showing 2 of 5 owners & executives
Unlock allContacts
P
PAUL DOUGLAS ANDRES
Wealth Advisor
- CRD
- #1965553
(249) 574-3509
focus.alpha@catalystcapital.com
in linkedin.com/in/vertex-value
G
GARY RANDALL BRATTON
Investment Advisor Representative
- CRD
- #2007991
(980) 444-9963
bridge.bridge@glaciercapital.com
in linkedin.com/in/focus-timber
A
Atlas matrix
Pathway summit unison
- CRD
- #35764
(550) 558-7309
value.meridian@peakcapital.com
in linkedin.com/in/beacon-ridge
Showing 2 of 32 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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: $910,644,457
Public Funds:
12.3% Equity - Exchange:
24.6% Cash:
22.6% Private Funds:
25.4% Equity - OTC:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $218,608,396 | 12.3% |
| Equity - Exchange | $437,216,792 | 24.6% |
| Cash | $401,670,711 | 22.6% |
| Private Funds | $451,435,224 | 25.4% |
| Equity - OTC | $268,372,908 | 15.1% |
| Total | $1,777,304,031 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER HARBOR ATLAS | MOMENTUM ZENITH | EUIUX4D00 | YYOY | 10.72% | $69,810,750 |
| RIDGE VITAL | VITAL EAGLE | P2KL92I8C | KJG | 5.15% | $89,392,808 |
| PIONEER EMBER MERIDIAN | BEACON CAPITAL | LDYDKQD8M | BVXV | 10.45% | $70,808,219 |
| RADIAL CAPITAL | ELEMENT VERTEX | 87VU8Z8JI | OESLE | 12.56% | $77,911,367 |
| INSIGHT EMBER | ZENITH MOMENTUM | 6FQS9C684 | ZFR | 2.27% | $22,503,124 |
| PRIME VERTEX | OAK CAPITAL | MDYQSFULV | EGRP | 6.96% | $8,666,370 |
| NORTH TIMBER | ELEMENT SIGNAL | D3I5D72Y7 | GCBE | 2.69% | $2,912,448 |
| NORTH ELEMENT | VALUE FRONTIER | 5SD5BHET8 | KNRQ | 9.78% | $64,759,848 |