EVEREST WEALTH MANAGEMENT

Overview

Everest Wealth Management is an independent, SEC‑registered registered investment adviser organized as an LLC and operating under individual ownership. The firm focuses on fee‑based wealth management for individuals and families, charging a percentage of assets under management and delivering financial planning and portfolio management services (including for small business owners). Everest does not self-identify as an ESG investor, does not operate as a multi‑state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices