This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-13-2005
- Office Locations
- 1
Office Locations
About Everest Wealth Management
Everest Wealth Management is a fee-only, independent wealth manager providing comprehensive financial planning and discretionary investment management for a limited number of high-net-worth individuals. Portfolios are managed with active asset allocation and a value/contrarian discipline, with selective use of alternatives and private deals alongside low-fee public-market exposure. The firm emphasizes no product sales or commissions, and client assets are held with an unaffiliated custodian (Fidelity/NFS).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN DAVID SEITZER
Chief Compliance Officer, Owner, President
- CRD
- #2254725
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,424,189 | $670,690 |
| Non-Discretionary | $0 | -- |
| Total | $237,424,189 | $670,690 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
Continue browsing