EVEREST WEALTH MANAGEMENT

4901 W. 136 Street, Suite 1
Leawood, Kansas 66224
Tel: (913) 387-2017

About EVEREST WEALTH MANAGEMENT

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.

Firm Information

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

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	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

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