# Prevail Wealth Management

Prevail Wealth Management is a Bank / Wealth / Trust based in Kirkland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Kirkland, United States
- **Region:** North America
- **Address:** Kirkland, WA, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** prevailwealth.com
- **LinkedIn:** https://www.linkedin.com/company/71999177

## Regulatory record

- **CRD number:** 164532
- **SEC file number:** 801-122532
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164532

## About

Prevail Wealth Management launched in 2012 in Kirkland, Washington, serving the affluent communities on Seattle's Eastside. The firm was built as a registered investment advisor, offering individual and family clients a fiduciary relationship that separates asset management from product distribution. Its principal client base consists of technology executives, business owners, and professional families concentrated in King County. The firm constructs bespoke portfolios that span public equities, fixed income, and alternative investments. Prevail selects third-party fund managers and structures direct indexing strategies for taxable clients. Its alternative exposure typically flows through institutional private equity funds, private credit vehicles, and real estate partnerships. The geographic focus centers on the Pacific Northwest, though the firm manages assets for families with multi-jurisdictional footprints. Operating as a boutique with a lean professional staff, Prevail competes on service intensity rather than institutional brand scale. The firm has not publicly disclosed total assets under management or headcount. Its operational model emphasizes continuity for multi-generational families, often coordinating with estate attorneys and tax advisors to structure wealth-transfer strategies across trusts and family limited partnerships. Prevail's structural differentiator is its independence. The firm is not affiliated with a bank, insurance company, or asset manager, which allows it to source investment products without internal sales mandates. This broker-free architecture is uncommon among smaller wealth managers in the region, many of which operate under hybrid broker-dealer platforms that introduce product-based conflicts.

## Questions

### How does Prevail construct client portfolios?

Prevail uses a manager-of-managers approach, selecting third-party investment strategies across public equities, fixed income, and alternative asset classes. The firm also employs direct indexing for taxable clients seeking tax-loss harvesting and custom tilts away from standard benchmarks.

### What alternative investments does Prevail access?

The firm accesses private equity, private credit, and real estate chiefly through institutional fund commitments. Prevail does not sponsor its own direct-deal vehicles; it selects outside managers and structures due diligence around strategy fit, manager track record, and fee alignment.

### What distinguishes Prevail from bank trust departments?

Unlike bank trust divisions, Prevail has no proprietary products and earns no compensation from fund managers it selects. This independence allows the firm to terminate underperforming strategies or negotiate fee breakpoints without institutional pressure to retain in-house funds.

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- [Prestige Wealth Management Group](https://altss.com/profile/prestige-wealth-management-group)
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Last updated: 2026-06-03T20:00:00.000Z

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