# Everest Wealth Management

Everest Wealth Management is a Multi Family Office based in Leawood, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Leawood, United States
- **Region:** North America
- **Address:** Leawood, KS, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** www.everestwealth.com
- **LinkedIn:** https://www.linkedin.com/company/everest-wealth-management

## Regulatory record

- **CRD number:** 133823
- **SEC file number:** 801-80718
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-11T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Everest Wealth Management is an SEC-registered investment adviser in Leawood, KS, registered since 2015. The firm manages approximately $237 million in assets. It has 2 employees and 1 investment adviser.

## Related profiles

- [Everest Reinsurance Retirement Plan](https://altss.com/profile/everest-reinsurance-retirement-plan)
- [Everett Harris & Company](https://altss.com/profile/everett-harris-company)

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Updated: 2026-07-06T01:24:16.122Z

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