Everest Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Leawood, KS. Its latest Form ADV filing, dated February 11, 2026, reports $237M in regulatory assets under management, 2 employees, and 354 accounts.
Assets Under Management
$237M
Employees
2
Offices
--
Total Clients
91
Primary office
LEAWOOD, KS
4901 W. 136 STREET, SUITE 1, LEAWOOD, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.2% of total clients.
Top client categories% of clientsClients
1
Individuals
80.2%
73
2
HNWI
19.8%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$237Mas of February 11, 2026
Discretionary100.0%
$237M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$237M
Total Accounts354
10Y AUM Change+$131M (+123.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee46:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.