Everest Wealth Management, LLC
● SEC registered since 2015CRD 133823SEC# 801-80718Leawood, KS
Reg. AUM
$237.4M
Employees
2
Accounts
354
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 $237.4 million in regulatory assets under management and employs 2 people.
Everest Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John David Seitzer Control | President/Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Everest Wealth Management, LLC manage?
Everest Wealth Management, LLC reports $237.4 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
| Address | 4901 W. 136 Street, Suite 1, Leawood, KS 66224 |
| Phone | (913) 387-2017 |
| Fax | (913) 387-2020 |
| Office hours | 8:00 A.M - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$237.4M▲ 29%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$237.4Mregulatory AUM
Discretionary $237.4M