Overview
Assets Under Management: $237 million
Headquarters: LEAWOOD, KS
High-Net-Worth Clients: 18
Average Client Assets: $8 million
Frequently Asked Questions
EVEREST WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133823), EVEREST WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
EVEREST WEALTH MANAGEMENT is headquartered in LEAWOOD, KS.
EVEREST WEALTH MANAGEMENT serves 18 high-net-worth clients according to their SEC filing dated February 11, 2026. View client details ↓
According to their SEC Form ADV, EVEREST WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
EVEREST WEALTH MANAGEMENT manages $237 million in client assets according to their SEC filing dated February 11, 2026.
According to their SEC Form ADV, EVEREST WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.52
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 354
Discretionary Accounts: 354
Regulatory Filings
CRD Number: 133823
Filing ID: 2053214
Last Filing Date: 2026-02-11 17:52:30