Everest Private Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Everest Private Wealth reports 90 clients. They include 86 high-net-worth individuals and 4 individual clients. Of its assets, 92.7% ($381M across 276 accounts) are managed with discretion; $30.1M across 52 accounts are not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 4% | <1% |
| High-net-worth individuals | 96% | 99% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 4 | $3.18M | 0.8% | $796K |
| High-net-worth individuals | 86 | $408M | 99.2% | $4.74M |
| Total | 90 | $411M | 100% | $4.56M |
- Clients
- 4
- Regulatory AUM
- $3.18M
- AUM share
- 0.8%
- Avg. per client
- $796K
- Clients
- 86
- Regulatory AUM
- $408M
- AUM share
- 99.2%
- Avg. per client
- $4.74M
Total
- Clients
- 90
- Regulatory AUM
- $411M
- AUM share
- 100%
- Avg. per client
- $4.56M
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Everest Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 5 other services, listed under fee details.
Fee details and sources
Other fees
- Additional Services
- Services at the client's request are billed at $300 per hour or another negotiated fixed fee.
- Custom Analysis
- Planning fee of $500 to $5,000 based on the scope and complexity of the services.
- Educational Funding Analysis
- Available for a $2,000 one-time planning fee.
- One-Time Financial Planning and Transition Fee
- $3,000 due on signing for the Accumulation Phase Portfolio Solution and Concierge Service; refunded if deliverables are not completed due to termination.
- Retirement Scenario Analysis
- Available for a $2,000 one-time planning fee, or included as part of the Accumulation Phase portfolio.
Ramprasad Satagopan owns 50% to 75% of Everest Private Wealth. The leadership team of Everest Private Wealth includes Chief Compliance Officer Ranga Srinivasan. It has 3 employees, 2 of them in advisory roles.
Leadership
- Ranga SrinivasanFounder & Director / Chief Compliance Officer
- Ramprasad SatagopanFounder & Director
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Everest Private Wealth
Ramprasad Satagopan
Control person · since January 2007
- Owns 50% to 75% of Everest Private Wealth
Ranga Srinivasan
Control person · since January 2007
Everest Private Wealth’s regulatory assets grew 3.5× from $116M (March 2021) to $411M (March 2026); clients rose from 50 to 90 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $411M | 90 | 3 | 1 |
| June 2025 | $307M | 82 | 2 | 1 |
| March 2024 | $222M | 73 | 2 | 1 |
| July 2023 | $160M | 65 | 2 | 1 |
| March 2022 | $143M | 58 | 2 | 1 |
| March 2021 | $116M | 50 | 2 | 3 |
Besides its headquarters, Everest Private Wealth has 0 offices, with 1 listed address in California.
California · 1 listed address
- 10080 N. Wolfe Road, Suite SW3-200, CupertinoHQ
Contact and registration details
- Legal name
- Everest Private Wealth
- Headquarters
- 10080 N. Wolfe Road, Suite SW3-200, Cupertino, CA 95014
- Website
- everestprivatewealth.com
- Phone
- 408-502-6015
- @everestprivatewealth
- SEC file
- 801-120900
- Founded
- 2006
- Structure
- California corporation
- Fiscal year end
- December
Everest Private Wealth uses Charles Schwab ($385M) as custodian for its separately managed accounts. Everest Private Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $385M100%
At year end, Everest Private Wealth’s separately managed accounts were largely in stocks (49%) and funds (43%). Its reported 13F holdings for the quarter ended 30 June 2026 total $268M across 85 positions; the largest are Dimensional ETF Trust (21.0%), Goldman Sachs ETF TR (9.8%) and EA Series Trust (7.5%).
What the accounts hold
- Stocks49%
- Funds43%
- Bonds7%
- Cash1%
Reported 13F holdings
- $268M
- Reported 13F value
- 85
- Positions
- 65.1%
- In the 10 largest
- +35.8%
- Value vs. prior quarter
- Dimensional ETF Trust · US Equi Mark ETF21.0%
- Goldman Sachs ETF TR · Acces Treasury9.8%
- EA Series Trust · Alpha Architect7.5%
- Alphabet Inc. · Cap Stk CL C6.6%
- Alphabet Inc. · Cap Stk CL A5.9%
- Nvidia Corporation3.9%
- Apple Inc.2.9%
- Vanguard Index Fds · S&P 500 ETF Shs2.7%
- Rbb FD Inc. · F M CO US AG ETF2.5%
- EA Series Trust · Alpha Architect2.4%
Together, the ten largest are 65.1% of reported value.
How many clients does Everest Private Wealth have?
Everest Private Wealth has 90 clients and manages $411 million for them, as of March 2026. They include 86 high-net-worth individuals and 4 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Everest Private Wealth offer?
Everest Private Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Everest Private Wealth use?
Everest Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $385M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Everest Private Wealth have?
Everest Private Wealth has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Everest Private Wealth invest in?
At the end of its last fiscal year, Everest Private Wealth’s separately managed accounts held 49% exchange-traded equities, 43% registered funds (mutual funds, ETFs, BDCs), 7% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Everest Private Wealth?
Everest Private Wealth’s direct owners are Ramprasad Satagopan (50% to 75%) and Ranga Srinivasan (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Everest Private Wealth get paid?
Everest Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Everest Private Wealth?
Everest Private Wealth’s main office is at 10080 N. Wolfe Road, Suite SW3-200, Cupertino, CA 95014. Its phone number is 408-502-6015. Its website is everestprivatewealth.com.