EVEREST WEALTH MANAGEMENT, LLC
Legal name: EVEREST WEALTH MANAGEMENT
CRD #133823 SEC #801-80718 LEAWOOD, KS (913) 387-2017
SEC Registered
Total AUM
$184.1M
Discretionary
$184.1M
Employees
2
Clients
51
Accounts
77
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $184.1M | $184.1M | $0 | 2 | 0 |
| Mar 2024 | $171.7M | $171.7M | $0 | 2 | 0 |
| Mar 2023 | $155.3M | $155.3M | $0 | 2 | 0 |
| Mar 2022 | $146M | $146M | $0 | 2 | 0 |
| Mar 2021 | $142.9M | $142.9M | $0 | 2 | 0 |
| Jun 2020 | $119.1M | $119.1M | $0 | 2 | 0 |
| May 2020 | $119.1M | $119.1M | $0 | 2 | 0 |
| Feb 2019 | $106.1M | $106.1M | $0 | 2 | 0 |
| Mar 2018 | $104.1M | $104.1M | $0 | 2 | 0 |
| Mar 2017 | $106.4M | $106.4M | $0 | 2 | 26 |
| Feb 2016 | $105.5M | $105.5M | $0 | 2 | 26 |
| Dec 2014 | $109.7M | $109.7M | $0 | 2 | 26 |
| Apr 2012 | $71.5M | $71.5M | $0 | 1 | 26 |
| Mar 2012 | $71.5M | $71.5M | $0 | 1 | 26 |
| Nov 2010 | $43.2M | $43.2M | $0 | 5 | -- |
| Jun 2010 | $43.2M | $43.2M | $0 | 5 | -- |
DateFeb 2025
Total AUM$184.1M
Discretionary$184.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$171.7M
Discretionary$171.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$155.3M
Discretionary$155.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees2
Clients26
DateFeb 2016
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees2
Clients26
DateDec 2014
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees2
Clients26
DateApr 2012
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees1
Clients26
DateNov 2010
Total AUM$43.2M
Discretionary$43.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$43.2M
Discretionary$43.2M
Non-Disc.$0
Employees5
Clients--