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Everest Wealth Management, LLC

● SEC registered since 2015CRD 133823SEC# 801-80718Leawood, KS
Export (members)
Reg. AUM
$184.1M
Employees
2
Accounts
77
Location
Leawood, KS

Everest Wealth Management, LLC assets under management

Everest Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Leawood, KS. The firm has been registered since 2015. It reports $184.1 million in regulatory assets under management and employs 2 people.
www.everestwealth.comView on SEC.gov ↗

Everest Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
John David Seitzer ControlPresident/Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Everest Wealth Management, LLC manage?

Everest Wealth Management, LLC reports $184.1 million in regulatory assets under management on its Form ADV.

How many employees does Everest Wealth Management, LLC have?

Everest Wealth Management, LLC reports 2 employees.

Where is Everest Wealth Management, LLC located?

Everest Wealth Management, LLC is based in Leawood, KS and has been SEC-registered since 2015.

Does Everest Wealth Management, LLC disclose fund performance?

Everest Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4901 W. 136 Street, Suite 1, Leawood, KS 66224
Phone(913) 387-2017
Fax(913) 387-2020
Office hours8:00 A.M - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$184.1M
Non-discretionary$0
Total (RAUM)$184.1M