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EVEREST WEALTH MANAGEMENT

LEAWOOD, KS · CRD 133823 · IAPD ↗ · everestwealth.com · (913) 387-2017

$237.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — EVEREST WEALTH MANAGEMENT notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2026 — EVEREST WEALTH MANAGEMENT reported RAUM up 29% ($184.1M -> $237.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2025 — EVEREST WEALTH MANAGEMENT notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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