# EVEREST PRIVATE WEALTH

EVEREST PRIVATE WEALTH of CUPERTINO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 142945
- Type: SEC-registered investment adviser
- SEC file number: 801-120900
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Ramprasad Satagopan | FOUNDER & DIRECTOR | — |
| Ranga Srinivasan | FOUNDER & DIRECTOR / CHIEF COMPLIANCE OFFICER | Cupertino, CA |
| SATAGOPAN RAMPRASAD | FOUNDER & DIRECTOR; PRESIDENT & DIRECTOR | — |
| SRINIVASAN RANGA | CHIEF COMPLIANCE OFFICER & DIRECTOR; FOUNDER & DIRECTOR / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142945/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142945/similar
- Related entities: https://search.stillhousedata.com/firm/142945/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142945

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.