AdvisorCensus / Financial advisors / California / San Jose / Everest Private Wealth
Everest Private Wealth is an SEC-registered investment advisory firm in Cupertino, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.
Quick answers
From the filingHow is Everest Private Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Everest Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Everest Private Wealth located?
Everest Private Wealth's principal office is in Cupertino, CA, according to its Form ADV.
Is Everest Private Wealth registered with the SEC or a state?
Everest Private Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 142945.
How much does Everest Private Wealth manage?
Everest Private Wealth reports $410,795,766 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (93% discretionary).
How have Everest Private Wealth's assets and staff changed since 2021?
In the Form ADV data for Everest Private Wealth: Regulatory assets under management: $116,000,000 in the October 2021 data and $410,795,766 in the October 2026 data, up 254%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Everest Private Wealth serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (86); individuals (other than high net worth individuals) (4).
Which custodians does Everest Private Wealth use?
Everest Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Everest Private Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142945
What changed in Everest Private Wealth's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $306,963,143 to $410,795,766 (+34%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 10, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$410,795,766 as of October 2026, filing dated March 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $410,795,766 | 3 | March 10, 2026 |
| October 2025 | $306,963,143 | 2 | June 10, 2025 |
| October 2024 | $222,382,726 | 2 | August 21, 2024 |
| October 2023 | $160,150,453 | 2 | July 24, 2023 |
| October 2022 | $143,344,157 | 2 | March 24, 2022 |
| October 2021 | $116,000,000 | 2 | August 25, 2021 |
Regulatory assets under management: $116,000,000 in the October 2021 data and $410,795,766 in the October 2026 data, up 254%.
Total employees: 2 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $306,963,143 to $410,795,766 (+34%).
- December 2025
- Changed its legal name from Everest Management Corp. to Everest Private Wealth.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Everest Private Wealth (CRD 142945): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/everest-private-wealth-cupertino-ca-142945