Everest Private Wealth
● SEC registered since 2021CRD 142945SEC# 801-120900Cupertino, CA
Reg. AUM
$410.8M
Employees
3
Accounts
328
Location
Cupertino, CA
Everest Private Wealth assets under management
Everest Private Wealth is an investment advisory firm registered with the SEC based in Cupertino, CA. The firm has been registered since 2021. It reports $410.8 million in regulatory assets under management and employs 3 people.
Everest Private Wealth owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ramprasad Satagopan Control | Founder & Director | 50-75% | 2007 |
| Ranga Srinivasan Control | Founder & Director / Chief Compliance Officer | 50-75% | 2007 |
Frequently asked questions
How much does Everest Private Wealth manage?
Everest Private Wealth reports $410.8 million in regulatory assets under management on its Form ADV.
How many employees does Everest Private Wealth have?
Everest Private Wealth reports 3 employees.
Where is Everest Private Wealth located?
Everest Private Wealth is based in Cupertino, CA and has been SEC-registered since 2021.
Does Everest Private Wealth disclose fund performance?
Everest Private Wealth is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10080 N. Wolfe Road, Suite Sw3-200, Cupertino, CA 95014 |
| Phone | (408) 502-6015 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$410.8M▲ 34%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$410.8Mregulatory AUM
Discretionary $380.7MNon-discretionary $30.1M