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EVEREST WEALTH MANAGEMENT
EVEREST WEALTH MANAGEMENT, LLC
CRD 133823 · SEC 801-80718
4901 W. 136 STREET, SUITE 1, LEAWOOD, KS, 66224, United States
Phone
(913) 387-2017
Fax
(913) 387-2020
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$237.4M
Discretionary AUM
$237.4M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $91.4M |
| High net worth individuals | 18 | $146.1M |
States served
KS, NE, MO, TX
All web addresses on file
Official SEC filing: View on IAPD