Prevail Innovative Wealth Advisors, LLC
Prevail Innovative Wealth Advisors, LLC is an SEC-registered investment advisory firm headquartered in Leawood, Kansas. Founded in 2017, the firm is primarily owned by Kerry Lawing (CEO), Andrew Stafford (CCO and President), and Brad Lawing (Vice President). The firm provides a variety of wealth management and investment advisory services tailored to individual needs, serving high net worth individuals, individuals, pension and profit sharing plans, and a limited number of pooled investment vehicles. Prevail IWA employs approximately 45 professionals, with the majority being investors, and manages over $815 million in assets as of June 2025.
Investment Strategy
Prevail Innovative Wealth Advisors, LLC offers personalized investment management and financial planning services. Their strategy centers on working closely with each client, using interviews and questionnaires to determine investment objectives and suitability, then building and managing portfolios that reflect those individual needs. The firm offers clients the flexibility to impose restrictions or guidelines relevant to their personal circumstances or investment philosophies. They serve a diverse client base, including high net worth individuals and pension/profit sharing plans, ensuring that each portfolio is aligned with the client's unique financial goals and risk tolerance. Prevail IWA declines relationships when prospective clients' objectives are incompatible with the firm's philosophy or when restrictions would impede effective management.
Top Holdings
Equity Positions (192)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FLBL | FRANKLIN TEMPLETON ETF TR | 3.64% | $16.2M | 669,237 | $24.26 | $24.23 | +$969.6K |
S SRLN | SSGA ACTIVE ETF TR | 3.03% | $13.5M | 324,530 | $41.22 | $41.59 | -$174.8K |
N NVDA | NVIDIA CORPORATION | 2.55% | $11.4M | 72,050 | $118.82 | $157.99 | +$4.0M |
A AAPL | APPLE INC | 1.96% | $8.7M | 42,543 | $210.87 | $205.17 | +$6.8M |
V VCIT | VANGUARD SCOTTSDALE FDS | 1.83% | $8.2M | 98,349 | $81.47 | $82.92 | -$2.0M |