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EVEREST CONSULTANTS, LLC

SYRACUSE, NY · CRD 128474 · IAPD ↗ · everestconsultants.net · 315-234-8173

$633.1MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2025 — EVEREST CONSULTANTS, LLC (SYRACUSE, NY) left the SEC roster (was $633.1M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2024 — EVEREST CONSULTANTS, LLC crossed $500M in regulatory AUM ($446.0M -> $549.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.