EVEREST WEALTH MANAGEMENT, LLC

EVEREST WEALTH MANAGEMENT, LLC of LEAWOOD, KS is an SEC-registered investment adviser (CRD 133823). Regulatory assets under management: $237.4M.

Registration

• CRD: 133823
• SEC file number: 801-80718
• Type: Registered investment adviser
• Location: 4901 W. 136 STREET, SUITE 1, LEAWOOD, KS, 66224
• Phone: (913) 387-2017
• Latest filing: 2026-02-11
• Regulatory AUM: $237.4M
• Discretionary AUM: $237.4M
• Clients: 2
• Accounts: 354

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133823 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search