# Everest Private Wealth

Everest Private Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://everestprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/everestprivatewealth

## Regulatory record

- **CRD number:** 142945
- **SEC file number:** 801-120900
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142945

## About

EVEREST PRIVATE WEALTH is an SEC-registered investment adviser in Cupertino, CA, registered since 2021. The firm manages $411 million in assets, $381 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Questions

### What services does Everest Private Wealth offer?

As a registered investment adviser, Everest Private Wealth provides portfolio management and financial planning. Specific service tiers are not publicly disclosed.

### Does Everest Private Wealth disclose its assets under management?

No public filing or communication from the firm states its AUM. The number is undisclosed.

### Who leads Everest Private Wealth?

Principal names and titles are not available in public sources, such as SEC filings or the firm's website.

### Where is Everest Private Wealth headquartered?

The firm's headquarters location is not listed in public records or regulatory filings.

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Last updated: 2026-06-03T20:00:00.000Z

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