DBA: PREVAIL WEALTH MANAGEMENT
| Total AUM | $260.8M |
| Discretionary | $260.8M100% of AUM |
| Client Accounts | 746 |
| Avg Account Size | $350K |
| Employees | 5 |
| Peak AUM | $260.8MMar 2026 |
| AUM CAGR | +21.4% /yrover 4 yrs · 9 filings |
Total AUM
$261M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $261M | +21.5% | +18.3% | +21.4% | |
| Discretionary AUM | $261M | ||||
| Total AUM | $260.8M |
| Discretionary | $260.8M |
| Employees | 5 |
| Client Accounts | 746 |
| Client Range | 251-500 |
Address
520 KIRKLAND WAY
KIRKLAND WA 98033
Phone
425-448-1818
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$261M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +21.5% |
| +18.7% |
| +21.6% |
| Total Accounts | 746 | +210.8% | +4.2% | +6.4% |
| Avg Account Size | $349,611.235 | 60.9% | +13.5% | +14.1% |
| Employees | 5 | 0.0% | 10.6% | 0.0% |
| AUM / Employee | $52M | +21.5% | +32.3% | +21.4% |
Client AUM Segments | |||||
| Wealth AUM | $261M | +21.5% | +18.7% | +21.4% | |
Client Count Segments | |||||
| HNW Clients | 178 | +10.6% | 10.3% | 2.3% | |
| Individuals | 86 | +8.9% | +28.0% | +36.8% | |