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EVEREST PRIVATE WEALTH
CRD 142945 · SEC 801-120900
10080 N. WOLFE ROAD, SUITE SW3-200, CUPERTINO, CA, 95014, United States
Phone
(408) 502-6015
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$410.8M
Discretionary AUM
$380.7M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $3.2M |
| High net worth individuals | 86 | $407.6M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD