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Building 2EVEREST WEALTH MANAGEMENT

Map pinLEAWOOD, KS
Phone(913) 387-2017
NotebookSEC #801-71593
Total AUM
$71.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4901 W. 136 STREET, SUITE 1
LEAWOOD
KS 66224
United States
Operating Hours
8:00 A.M - 5:00 P.M.
Monday - Friday
Phone
(913) 387-2017

ReceiptFinancials

Total AUM
$71.5M
Accounts
59
Discretionary
$71.5M
Accounts
59
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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