Investment adviser · CRD 133823
EVEREST WEALTH MANAGEMENT
Investment adviser filing (IA)
EVEREST WEALTH MANAGEMENT, LLC
LEAWOOD, KS, United States · Form ADV filed Feb 11, 2026
- Regulatory AUM
- $237M Form ADV · Item 5.F
- Client accounts
- 354 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 18 | $146,052,130 | 61.5% |
| Individuals | 73 | $91,372,059 | 38.5% |
Filing source
Form ADV 2053214 · Feb 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
4901 W. 136 STREET, SUITE 1LEAWOOD, KS, 66224, United States
CRD 133823
Filing source
Form ADV 2053214 · Feb 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.