RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Kansas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 21, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SEITZER, JOHN, DAVIDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
SEITZER, JOHN, DAVIDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
SEITZER, JOHN, DAVIDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
SEITZER, JOHN, DAVIDIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERE Control
SEITZER, JOHN, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SEITZER, JOHN, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SEITZER, JOHN, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SEITZER, JOHN, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SEITZER, JOHN, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SEITZER, JOHN, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SEITZER, JOHN, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SEITZER, JOHN, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SEITZER, JOHN, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SEITZER, JOHN, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SEITZER, JOHN, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SEITZER, JOHN, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Feb 21, 2025 REGISTERED

Notice Filings (3)

KS MO TX

Address

4901 W. 136 STREET, SUITE 1
LEAWOOD, KS 66224
United States
Phone: (913) 387-2017