Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > kansas > leawood > EVEREST WEALTH MANAGEMENT
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 $155,266,057 assets under management, offering retirement planning & investment advisory services to 74 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 | $155,266,057 |
| No. of Clients | 74 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 74 | $155,266,057 |
| Individuals (other than high net worth individuals) | 63 | $87,336,960 |
| High net worth individuals | 11 | $67,929,097 |
More Retirement Planning firms in Leawood, Kansas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $155,328,127,625 | 222474 | 1165 | |
| $89,148,595,824 | 25199 | 550 | |
| $65,874,566,238 | 112465 | 1465 | |
| $21,800,698,476 | 177044 | 571 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
Explore More Retirement Advisors in Leawood, Kansas