Everest Private Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Cupertino, CA. Its latest Form ADV filing, dated March 10, 2026, reports $411M in regulatory assets under management, 3 employees, and 328 accounts.
Assets Under Management
$411M
Employees
3
Offices
--
Total Clients
90
Primary office
CUPERTINO, CA
10080 N. WOLFE ROAD, SUITE SW3-200, CUPERTINO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 95.6% of total clients.
Top client categories% of clientsClients
1
HNWI
95.6%
86
2
Individuals
4.4%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$411Mas of March 10, 2026
Discretionary92.7%
$381M
93% of total RAUM92.7%
Non-discretionary7.3%
$30M
7% of total RAUM7.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$411M
Total Accounts328
10Y AUM Change+$295M (+254.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee30:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.