{"url":"https://nivawealth.com/firms/everest-wealth-management-133823","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/133823","regulatoryAum":237424189,"crd":"133823","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2254725","suffix":null,"lastName":"SEITZER","firstName":"JOHN","middleName":"DAVID"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":142890354,"clients":75,"employees":2,"offices":1},{"filedOn":"2022-03-22","regulatoryAum":145958903,"clients":76,"employees":2,"offices":1},{"filedOn":"2023-03-21","regulatoryAum":155266057,"clients":74,"employees":2,"offices":1},{"filedOn":"2024-03-12","regulatoryAum":171683352,"clients":75,"employees":2,"offices":1},{"filedOn":"2025-02-21","regulatoryAum":184140435,"clients":78,"employees":2,"offices":1},{"filedOn":"2026-02-11","regulatoryAum":237424189,"clients":91,"employees":2,"offices":1}],"secFileNumber":"801-80718","legalName":"Everest Wealth Management, LLC","displayName":"Everest Wealth Management","slug":"everest-wealth-management-133823","website":"https://everestwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/133823/512fc612cce78c49-r1.webp","tone":"light","width":729,"height":200,"sourceUrl":"https://everestwealth.com/","sourceLabel":"Everest Wealth Management, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2004","organization":"Kansas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4901 W. 136 Street, Suite 1","city":"Leawood","state":"KS","stateName":"Kansas","country":"United States","postalCode":"66224"},"tradeNames":[],"registration":{"secApproved":"2 January 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MA","smaAssets":221660088}],"custodyNote":"Everest Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"John Seitzer","title":"President/Chief Compliance Officer","crd":"2254725"}],"ownership":[{"label":"John Seitzer","detail":"President/chief compliance officer in the 75% or more ownership band and a control person, since December 2004."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Kansas","offices":1,"addresses":[{"street":"4901 W. 136 Street, Suite 1","city":"Leawood","headquarters":true}]}],"brochureServices":["business succession planning","education planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"913-387-2017","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":23},{"label":"U.S. government/agency bonds","percent":18},{"label":"Securities issued by registered investment companies or business development companies","percent":55},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"11 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/133823/PDF/133823.pdf","brochureDate":"11 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008354","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Everest Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Everest Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Everest Wealth Management charge?","answer":"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.","source":"FORM ADV, PART II, filed 11 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Everest Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Everest Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Everest Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Everest Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Everest Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Everest Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 11 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}