Everest Wealth Management provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Everest Wealth Management reports 91 clients. They include 73 individual clients and 18 high-net-worth individuals. Of its assets, 100.0% ($237M across 354 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 38% |
| High-net-worth individuals | 20% | 62% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 73 | $91.4M | 38.5% | $1.25M |
| High-net-worth individuals | 18 | $146M | 61.5% | $8.11M |
| Total | 91 | $237M | 100% | $2.61M |
- Clients
- 73
- Regulatory AUM
- $91.4M
- AUM share
- 38.5%
- Avg. per client
- $1.25M
- Clients
- 18
- Regulatory AUM
- $146M
- AUM share
- 61.5%
- Avg. per client
- $8.11M
Total
- Clients
- 91
- Regulatory AUM
- $237M
- AUM share
- 100%
- Avg. per client
- $2.61M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Everest Wealth Management charges 0.20%–1.00% a year for its Integrated wealth management fee. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $10,000 annual minimum.
| Asset band | Annual rate |
|---|---|
| $0–$800K | 1.00% |
| $800K–$2M | 0.80% |
| $2M–$4M | 0.50% |
| $4M and above | 0.20% |
Fee details and sources
John Seitzer owns 75% or more of Everest Wealth Management. The leadership team of Everest Wealth Management includes President John Seitzer. It has 2 employees, 1 of them in advisory roles.
Leadership
John SeitzerPresident/Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Everest Wealth Management, LLC
John Seitzer
Control person · since December 2004
Everest Wealth Management’s regulatory assets grew 1.7× from $143M (March 2021) to $237M (February 2026); clients rose from 75 to 91 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $237M | 91 | 2 | 1 |
| February 2025 | $184M | 78 | 2 | 1 |
| March 2024 | $172M | 75 | 2 | 1 |
| March 2023 | $155M | 74 | 2 | 1 |
| March 2022 | $146M | 76 | 2 | 1 |
| March 2021 | $143M | 75 | 2 | 1 |
Besides its headquarters, Everest Wealth Management has 0 offices, with 1 listed address in Kansas.
Kansas · 1 listed address
- 4901 W. 136 Street, Suite 1, LeawoodHQ
Contact and registration details
- Legal name
- Everest Wealth Management, LLC
- Headquarters
- 4901 W. 136 Street, Suite 1, Leawood, KS 66224
- Website
- everestwealth.com
- Phone
- 913-387-2017
- SEC file
- 801-80718
- Founded
- 2004
- Structure
- Kansas LLC
- Fiscal year end
- December
Everest Wealth Management uses Fidelity ($222M) as custodian for its separately managed accounts. Everest Wealth Management does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $222M100%
At year end, Everest Wealth Management’s separately managed accounts were mostly in funds (57%) and stocks (23%).
What the accounts hold
- Stocks23%
- Funds57%
- Registered funds55%
- Pooled vehicles2%
- Bonds18%
- Cash2%
How many clients does Everest Wealth Management have?
Everest Wealth Management has 91 clients and manages $237 million for them, as of February 2026. They include 73 individual clients and 18 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 February 2026
What services does Everest Wealth Management offer?
Everest Wealth Management provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Everest Wealth Management charge?
Everest Wealth Management charges 0.20%–1.00% a year for its Integrated wealth management fee. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $10,000 annual minimum.
Which custodians does Everest Wealth Management use?
Everest Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $222M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 February 2026
How many financial advisors does Everest Wealth Management have?
Everest Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Everest Wealth Management invest in?
At the end of its last fiscal year, Everest Wealth Management’s separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 18% U.S. government and agency bonds, 2% pooled vehicles (private funds and similar) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Everest Wealth Management?
Everest Wealth Management’s direct owner is John Seitzer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 February 2026
How does Everest Wealth Management get paid?
Everest Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Everest Wealth Management?
Everest Wealth Management’s main office is at 4901 W. 136 Street, Suite 1, Leawood, KS 66224. Its phone number is 913-387-2017. Its website is everestwealth.com.