Everest Wealth Management

Everest Wealth Management (CRD# 133823) is a financial advisory firm headquartered in Leawood, KS. They manage $171,683,352 in 75 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4901 W. 136 Street, Suite 1, Leawood, KS 66224
http://www.everestwealth.com
By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $2,289,111
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, TX

Financial Advisors at Everest Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
John Seitzer, financial advisor Leawood KS
John D. Seitzer
CRD#: 2254725
Leawood, KS

John Seitzer (CRD# 2254725) is an Investment Advisor Representative working at Everest Wealth Management in Leawood, KS and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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