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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Everest Wealth Management LLC
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|---|---|
| CRD # | 133823 |
| SEC # | 801-80718 |
| CIK # | |
| AUM | $184.1 M (2025-02-21) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 913-387-2017 |
| Address | 4901 W 136 Street, Suite 1 Leawood, KS 66224 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 90.1 |
| (b) Individuals (high net worth individuals) | 12 | 94.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 77 | 184.1 |
| By Discretionary | ||
| Discretionary | 77 | 184.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 77 | 184.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.1 | |
| Total | 77 | 184.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Kieckhefer Group
✚
|
WI | 0.2 |
|
Kinetic Wealth Investment Advisors LLC
✚
|
OH | 0.2 |
|
Evansbrook LLC
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|
0.2 | |
|
Future Financial Wealth Management Group LLC
✚
|
OH | 0.2 |
|
Client First Investment Management LLC
✚
|
WI | 0.2 |
|
Sheridan Capital Management LLC
✚
|
CA | 0.2 |
|
Frazier Financial Consultants LLC
✚
|
NC | 0.2 |
|
QCA Capital Management Inc
✚
|
CA | 0.2 |
|
Ciovacco Capital Management LLC
✚
|
0.2 | |
|
Eliot Finkel Investment Counsel LLC
✚
|
CA | 0.2 |