EVEREST PRIVATE WEALTH

EVEREST PRIVATE WEALTH of CUPERTINO, CA is an SEC-registered investment adviser (CRD 142945). Regulatory assets under management: $410.8M.

Registration

• CRD: 142945
• SEC file number: 801-120900
• Type: Registered investment adviser
• Location: 10080 N. WOLFE ROAD, SUITE SW3-200, CUPERTINO, CA, 95014
• Phone: (408) 502-6015
• Latest filing: 2026-03-10
• Regulatory AUM: $410.8M
• Discretionary AUM: $380.7M
• Non-discretionary AUM: $30.1M
• Clients: 3
• Accounts: 328

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142945 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search