RIA Intel›Advisers›California›EVEREST PRIVATE WEALTH

EVEREST PRIVATE WEALTH

Advisory

N·CUPERTINO, CA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Total AUM
$411M
1-Year AUM Growth
0.0%
3-Year CAGR
+22.2%
Employees
2
Assets Under Management
Total AUM$411M
Discretionary AUM$381M
Non-Discretionary AUM$30M
Discretionary %92.7%
Total Clients82
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record12
First FilingMar 23, 2021
Latest FilingMar 10, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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