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EVEREST PRIVATE WEALTH
CRD 142945File 801-120900
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$410.8M
Below cohort median (national)
Discretionary AUM
$380.7M
Non-discretionary $30.1M
Clients
90
328 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 22, 2021
- Principal office
- 10080 N. WOLFE ROAD, SUITE SW3-200, CUPERTINO, CA, 95014
- Phone
- (408) 502-6015
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $410.8M
- Discretionary AUM
- $380.7M
- Non-discretionary AUM
- $30.1M
- Discretionary accounts
- 276
- Non-discretionary accounts
- 52
- Total accounts
- 328
- AUM per client
- $4.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 86 | $407.6M |
| Individuals (other than high net worth individuals) | 4 | $3.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.