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EVEREST WEALTH MANAGEMENT

Tel: (913) 387-2017
4901 W. 136 Street, Suite 1
Leawood, Kansas  66224

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EVEREST WEALTH MANAGEMENT

EVEREST WEALTH MANAGEMENT is a Leawood, Kansas based financial advisory firm with nearly $184,140,435 in assets under management and provides investment advisory services for 77 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

133823

SEC#:

801-80718

No. of Clients:

77

Assets under Management

$184,140,435

No. of Advisors:

2

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