Everest Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$237,424,189
Clients
91
20% high-net worth
Advisors
1
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
91
HighAverage account size
$2,609,057
About
Everest Wealth Management provides integrated wealth management to individual and high-net-worth clients, delivering comprehensive financial planning and discretionary investment management. The firm’s services cover cash flow and retirement planning, tax-aware strategies, estate and succession planning, and ongoing coordination with other professional advisors.
The firm’s investment process is documented in a client-specific Investment Policy Statement that sets strategic asset allocation and tactical ranges; portfolios are actively managed and rebalanced with an emphasis on fee and tax efficiency. Implementation typically uses ETFs, index funds, selected active managers and private investments, and the firm describes a contrarian, long-term approach that seeks to capitalize on market dislocations.
What distinguishes the firm from many peers is its scale relative to its staffing: it manages over $237 million of discretionary assets for a modest client base under a single-advisor practice, resulting in an unusually high amount of assets per advisor. Other notable features include routine use of private, longer-horizon investments, a firm policy requiring client approval for allocations outside established ranges, and a recurring client benefit that waives service fees every sixth year of the client relationship.
Client services
Financial planning
Portfolio management
Expertise
Charitable giving tax strategies
Income planning
Private / alternative investments
Business exit / sale strategy
Fee options
$0 - $800,000: 1.0% $800,001 - $2,000,000: 0.8% $2,000,001 - $4,000,000: 0.5% $4,000,001+: 0.2%
Account minimum: $250,000 minimum (derived from $2,500 minimum quarterly fee and 1.0% fee on first $800,000) Minimum fee: $2,500 minimum quarterly asset management fee Fee-only: Fee-only based on assets under management; no commissions or third-party compensation
Main office location
Everest Wealth Management
4901 W. 136 Street, Suite 1
Leawood KS 66224, United States
Number of offices
1
Most active in
Everest Wealth Management has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri · Nebraska · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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