PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Ownership & control
No ownership or control links resolved yet
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Everything in the Standard Dossier, plus every asset and UK title we hold on this subject, itemised — vessels, aircraft, securities, property.
Everything we hold on PREVAIL INNOVATIVE WEALTH ADVISORS, LLC, resolved and sourced — yours to keep, no subscription.
- 120 assets
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120 assets
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- Identity, address & registry profile
- Sanctions & watchlist detail
- Direct connections (1 hop)
- Community notes
- Linked vessels & aircraftPREMIUM
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Assets held
120 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.
People & control
102 parties · 0 currentEvery officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.
- ADAMS DIVERSIFIED EQUITY FD COMAlso holds roles at 5 other companies
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- RB Capital Management, LLC13F holder
- Agnc Investment CorpAlso holds roles at 6 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- Agree Realty CorpAlso holds roles at 5 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- Air Lease CorpAlso holds roles at 5 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- ALLIANCE RESOURCE PARTNERS L P UT LTD PARTAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- ALPS ETF TRAlso holds roles at 4 other companies
- Freedom Investment Management, Inc.13F holder
- Continuum Advisory, LLC13F holder
- WESBANCO BANK INC13F holder
- ALTRIA GROUP INCAlso holds roles at 22 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- AMAZON.COM INCAlso holds roles at 38 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- Apple Hospitality ReitAlso holds roles at 5 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- APPLE INCAlso holds roles at 41 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- ARES CAPITAL CORP COMAlso holds roles at 8 other companies
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- ARMOUR RESIDENTIAL REIT INCAlso holds roles at 2 other companies
- VANGUARD GROUP INC13F holder
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
- BARINGS BDC INCAlso holds roles at 3 other companies
- WNY Asset Management, LLC13F holder
- Fisher Asset Management, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- BERKSHIRE HATHAWAY INC - CL BAlso holds roles at 33 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- BLACKSTONE SECD LENDING FD COMMON STOCKAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- BLUE OWL CAPITAL CORPORATIONAlso holds roles at 1 other company
- ACADIAN ASSET MANAGEMENT LLC13F holder
- Blue Owl Capital IncAlso holds roles at 2 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- Boot Barn Holdings IncAlso holds roles at 5 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
- BRITISH AMERN TOBACCO PLC ADRAlso holds roles at 8 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- RNC CAPITAL MANAGEMENT LLC13F holder
- CHIMERA INVT CORPAlso holds roles at 2 other companies
- VANGUARD GROUP INC13F holder
- Sunbelt Securities, Inc.13F holder
- Clearway Energy Inc-CAlso holds roles at 4 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- COHEN & STEERS INFRASTRUCTURE COMAlso holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Sunbelt Securities, Inc.13F holder
- CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNERAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- DHT HOLDINGS INCAlso holds roles at 3 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- VANGUARD GROUP INC13F holder
- Diamondback Energy IncAlso holds roles at 9 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- WEST PACES ADVISORS INC.13F holder
- DIMENSIONAL ETF TRUSTAlso holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vawter Financial, Ltd.13F holder
- DELAP WEALTH ADVISORY, LLC13F holder
- ENERGY TRANSFER L P COM UT LTD PTNAlso holds roles at 11 other companies
- Marathon Trading Investment Management LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- Estabrook Capital Management13F holder
- ENTERGY CORP NEW COMAlso holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- EXXON MOBIL CORPAlso holds roles at 32 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- FIDELITY TOTAL BOND ETFAlso holds roles at 3 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Burns Matteson Capital Management, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- FIRST TR EXCHANGE TRAD FD VIAlso holds roles at 2 other companies
- Continuum Advisory, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- FIRST TR INTER DURATN PFD & IN COMAlso holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
- Fortinet IncAlso holds roles at 14 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- GLOBAL X NASDAQ 100 COVERED CALL ETFAlso holds roles at 2 other companies
- Burns Matteson Capital Management, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- Global X Russell 2000 Covered CallAlso holds roles at 2 other companies
- CoreFirst Bank & Trust13F holder
- Burns Matteson Capital Management, LLC13F holder
- GOLDMAN SACHS GROUP INCAlso holds roles at 17 other companies
- Marathon Trading Investment Management LLC13F holder
- Vinva Investment Management Ltd13F holder
- Belmont Capital, LLC13F holder
- Heritage Commerce CorpAlso holds roles at 4 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- Gladius Capital Management LP13F holder
- VANGUARD GROUP INC13F holder
- ING GROUP N V ADRAlso holds roles at 5 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
- Fisher Asset Management, LLC13F holder
- Innovative Industrial PAlso holds roles at 6 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
- INVESCO ACTIVELY MANAGED ETFAlso holds roles at 1 other company
- Freedom Investment Management, Inc.13F holder
- INVESCO EXCH TRADED FD TR IIAlso holds roles at 4 other companies
- Continuum Advisory, LLC13F holder
- Fisher Asset Management, LLC13F holder
- HEADINVEST, LLC13F holder
- INVESCO EXCH TRD SLF IDX FDAlso holds roles at 2 other companies
- Freedom Investment Management, Inc.13F holder
- VANGUARD GROUP INC13F holder
- INVESCO S&P 500 QUALITY ETFAlso holds roles at 2 other companies
- HEADINVEST, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFAlso holds roles at 2 other companies
- Sunbelt Securities, Inc.13F holder
- PALLADIEM, LLC13F holder
- INVESCO SENIOR LOAN ETFAlso holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- ISHARES TRAlso holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- Continuum Advisory, LLC13F holder
- J P MORGAN EXCHANGE TRADED FAlso holds roles at 10 other companies
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- JPMORGAN CHASE & COAlso holds roles at 34 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- KAYNE ANDERSON ENERGY INFRSTAlso holds roles at 2 other companies
- WNY Asset Management, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- KEYCORP COMAlso holds roles at 10 other companies
- Marathon Trading Investment Management LLC13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Malibu Boats Inc - AAlso holds roles at 3 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- MASTERCARD INCORPORATEDAlso holds roles at 25 other companies
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- MERCK & COMPANY INCAlso holds roles at 30 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- MICROSOFT CORPAlso holds roles at 39 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- MPLX LP COM UNIT REP LTDAlso holds roles at 3 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HEADINVEST, LLC13F holder
- WESBANCO BANK INC13F holder
- NVIDIA CORPAlso holds roles at 34 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- OREILLY AUTOMOTIVE INC COMAlso holds roles at 15 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- OUTFRONT MEDIA INC COMAlso holds roles at 5 other companies
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- Paycor Hcm IncAlso holds roles at 2 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- PAYPAL HLDGS INCAlso holds roles at 22 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
- PENNANTPARK FLOATING RATE CAP COMAlso holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Sunbelt Securities, Inc.13F holder
- PGIM ETF TRAlso holds roles at 3 other companies
- Freedom Investment Management, Inc.13F holder
- WNY Asset Management, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- PHILIP MORRIS INTL INCAlso holds roles at 22 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Physicians Realty TrustAlso holds roles at 6 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHSAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- PIMCO ETF TRAlso holds roles at 4 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Continuum Advisory, LLC13F holder
- PIONEER NAT RES COAlso holds roles at 16 other companies
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- PPL CORP COMAlso holds roles at 9 other companies
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PROLOGIS INC. COMAlso holds roles at 18 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- PROSPECT CAP CORP 6.375 03/01/2025Also holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- PSQ HOLDINGS INCAlso holds roles at 2 other companies
- VANGUARD GROUP INC13F holder
- Sunbelt Securities, Inc.13F holder
- Ready Capital CorpAlso holds roles at 4 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
- REALTY INCOME CORP COMAlso holds roles at 18 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- SPDR BLACKSTONE SENIOR LOAN ETFAlso holds roles at 3 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- PALLADIEM, LLC13F holder
- SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFAlso holds roles at 2 other companies
- Freedom Investment Management, Inc.13F holder
- Sunbelt Securities, Inc.13F holder
- SPDR S&P 500 ETF TRUSTAlso holds roles at 28 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- SPDR SER TRAlso holds roles at 10 other companies
- Freedom Investment Management, Inc.13F holder
- Slocum, Gordon & Co LLP13F holder
- Fisher Asset Management, LLC13F holder
- Stag Industrial IncAlso holds roles at 7 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- SYSCO CORP COMAlso holds roles at 15 other companies
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- TECHNOLOGY SELECT SECTOR SPDR FUNDAlso holds roles at 16 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
- TEKLA HEALTHCARE INVSAlso holds roles at 3 other companies
- WNY Asset Management, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- TESLA INCAlso holds roles at 31 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- TRACTOR SUPPLY CO COMAlso holds roles at 12 other companies
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
- Travel Leisure CoAlso holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- MINOT CAPITAL, LP13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- ULTA SALON COSMETICS & FRAGRAlso holds roles at 13 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- UNITED AIRLS HLDGS INC COMAlso holds roles at 9 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- UNITEDHEALTH GROUP INCAlso holds roles at 29 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- VALERO ENERGY CORP COMAlso holds roles at 19 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- VANECK PREFERRED SECURITIES EX FINANCIALS ETFAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- VANGUARD TOTAL STOCK MARKET ETFAlso holds roles at 19 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- VICI PPTYS INC COMAlso holds roles at 11 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- VISA INC - CL AAlso holds roles at 30 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- WISDOMTREE TRAlso holds roles at 4 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Continuum Advisory, LLC13F holder
- HEADINVEST, LLC13F holder
- ZOETIS INC CL AAlso holds roles at 20 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
102 parties · 0 current. Ceased and resigned records are retained as history.