Everest Wealth Management
Leawood, Kansas
Everest Wealth Management is a small investment advisory firm based out of Leawood, KS, with 2 total employees. With over 15 years of experience, the firm offers comprehensive wealth management services to individual clients and employer-sponsored 401K plans. Led by John Seitzer, one of the firm's longest-tenured registered advisors, Everest Wealth Management has built a reputation for providing expert investment advice and personalized financial solutions. The firm manages a substantial amount of assets, averaging approximately $116,980,000 in assets under management per investment advisor, which aligns with the industry average...
See more
Loading...

Assets Under Mgmt

$155.27M

Investment Professionals

1

Locations

0

% 401K & Individual

56%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.