4901 W. 136 Street, Suite 1
Leawood, Kansas 66224
Tel: (913) 387-2017
EVEREST WEALTH MANAGEMENT, formally registered with the SEC as EVEREST WEALTH MANAGEMENT. The firm was established in 01/02/2015. They have over 1 offices throughout the country.
EVEREST WEALTH MANAGEMENT is a Leawood, Kansas based Financial Planning firm with nearly $184,140,435 assets under management, offering retirement planning & investment advisory services to 77 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 133823 |
SEC# | 801-80718 |
Assets Managed by Firm | $184,140,435 |
No. of Clients | 77 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 77 | $184,140,435 |
Individuals (other than high net worth individuals) | 66 | $90,148,802 |
High net worth individuals | 12 | $93,991,633 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
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