$260.8M Total AUM
$260.8M Disc. AUM
23.1% 3Y CAGR
5 Employees
264 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-16-2012
- Office Locations
- 1
Office Locations
520 Kirkland WAY STE 201 Kirkland WA
About Prevail Wealth Management
Prevail Wealth Management, LLC is a Kirkland, WA fee-only fiduciary RIA providing financial planning, investment management, and retirement planning. The firm emphasizes transparent, relationship-driven advice with continuous monitoring and portfolios tailored to clients’ goals, time horizon, and risk tolerance. Custody includes Charles Schwab, enabling efficient implementation for distribution partners.
Team overview
-- AVG AGE
$260.8M AVG AUM / ADVISOR
$987.9K AVG AUM / CLIENT
1.2 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
A
AMY MARIE MUTAL
Chief Compliance Officer, PRINCIPAL OWNER
- CRD
- #4853983
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $260,809,981 | $349,611 |
| Non-Discretionary | $0 | -- |
| Total | $260,809,981 | $349,611 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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