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EVEREST WEALTH MANAGEMENT, LLC

dba EVEREST WEALTH MANAGEMENT · CRD 133823 · Registered Investment Adviser

EVEREST WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in LEAWOOD, KS. The firm reports $237,424,189 in regulatory assets under management across 354 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$237,424,189
Non-discretionary$0
Total RAUM$237,424,189
Accounts354

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 133823. adviserinfo.sec.gov/firm/summary/133823.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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