SourcingSourcing

EVEREST WEALTH MANAGEMENT, LLC

C47
CRD 133823·SEC 801-80718·LEAWOOD, KS
AUM
$237.4M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$712K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EVEREST WEALTH MANAGEMENT, LLC
CRD
133823
SEC file #
801-80718
EIN
—
DBA names
Everest Wealth Management

Economics

AUM
$237.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$106.1M → $237.4M▲ +124%
Client mix
Individuals Other73
Individuals High Net Worth18

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
LEAWOOD KS
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/11/2026
ADV-W filed at
—
Website
everestwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SEITZER, JOHN, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SEITZER, JOHN, DAVID
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EVERESTWEALTH.COM
Rdap Domain Creation Date
2004-12-01T05:36:02Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
DomainSpot LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-01T05:36:02Z
Rdap Domain Last Changed
2025-11-17T06:10:13Z
Rdap Nameservers
Ns1.erado.netNs2.erado.netNs3.erado.netNs4.erado.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2254725
Trust Company Affiliate
No

People (1)

1
SEITZER, JOHN, DAVID
IAR · Direct Owner · 87.5%
2254725