Ramprasad Satagopan has been Founder & Director of Everest Private Wealth since January 2007, is a control person of the firm and directly owns between 50% and 75% of it. Ramprasad Satagopan holds a Master's degree in science from the University of Cincinnati and a Master's degree in business administration from the University of Phoenix.
Everest Private Wealth is a Cupertino, CA firm with $411M under management, 90 clients and 2 advisers in one office, as of its March 2026 filing.
Ramprasad Satagopan is Co-Founder and Principal of Everest Private Wealth, based in Silicon Valley. After witnessing the dot-com collapse, he created Everest to help his peer engineering community build household wealth in a systematic way.
- Everest Private WealthCurrent– present · 5 yearsCupertino, CA · Adviser representative · Firm CRD 142945
Investment adviser representative registrations
Ramprasad Satagopan is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2021; the most recent is Texas, in October 2021.
- CaliforniaSince 30 September 2021
- TexasResidentSince 1 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 November 2006 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 5273980
- Firm
- Everest Private Wealth · CRD 142945
- Role
- Founder & Director
- Office
- 10080 N. WOLFE ROAD, SUITE SW3-200, Cupertino, CA 95014
- Registration
- Investment adviser registration
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- everestprivatewealth.com
Where does Ramprasad Satagopan work?
Ramprasad Satagopan has been Founder & Director of Everest Private Wealth since January 2007, and is a control person of the firm.
Is Ramprasad Satagopan a financial advisor?
Yes. Ramprasad Satagopan has a current investment-adviser registration in California and Texas, through Everest Private Wealth since September 2021.
How many years of experience does Ramprasad Satagopan have?
Ramprasad Satagopan has 19 years in the financial industry, since August 2007, across 1 adviser firm.
What exams has Ramprasad Satagopan passed?
Ramprasad Satagopan passed the Series 65 in November 2006.
Where did Ramprasad Satagopan work before Everest Private Wealth?
Before Everest Private Wealth, Ramprasad Satagopan was registered through Everest Management Corp., April 2007 to June 2021.
Where is Ramprasad Satagopan based?
Ramprasad Satagopan’s registered office is in Cupertino, CA.
Is Ramprasad Satagopan registered with FINRA?
No. Ramprasad Satagopan has no current broker registration.
How can I verify Ramprasad Satagopan’s record?
Search CRD 5273980 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ramprasad Satagopan’s full registration record.