# 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.

- CRD: 142945
- Filed as: EVEREST PRIVATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cupertino, CA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142945
- AdvisorCensus page: https://advisorcensus.com/firm/everest-private-wealth-cupertino-ca-142945

## Quick answers

**How 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).

**How much does Everest Private Wealth charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Hourly rate: $300 an hour (Additional services, at the request of the Client); Flat fee: $3,000 (financial planning and transition fee); Flat fee: $2,000 (Retirement Scenario Analysis); Flat fee: up to $2,000 (Loan Set-Up); Subscription: up to $1,000 a quarter (Ongoing Oversight). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Hourly rate: $300 an hour (Additional services, at the request of the Client)

> Additional services, at the request of the Client, would be billed at an hourly rate of $300 per hour or other negotiated fixed fee.

- Flat fee: $3,000 (financial planning and transition fee)

> both the ‘Accumulation Phase Portfolio Solution’ and the ‘Concierge Service’ entail a one-time financial planning and transition fee of $3,000 will be due upon signing the contract.

- Flat fee: $2,000 (Retirement Scenario Analysis)

> Loan Set-Up – Available for one time service fee up to $2,000 , payable upon completion of setting up the service.

- Flat fee: up to $2,000 (Loan Set-Up)

> Loan Set-Up – Available for one time service fee up to $2,000 , payable upon completion of setting up the service.

- Subscription: up to $1,000 a quarter (Ongoing Oversight)

> Ongoing Oversight – Available for up to $1,000 per quarter based on the complexity of the engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $410,795,766
- Discretionary: $380,692,372
- Non-discretionary: $30,103,394

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $3,182,114 |
| High net worth individuals | 86 | $407,613,652 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [everestprivatewealth.com](https://everestprivatewealth.com)
- Facebook @EverestPrivateWealth
- LinkedIn @everestprivatewealth
- X @EverestPrWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $116,000,000 | 2 | August 25, 2021 |
| October 2022 | $143,344,157 | 2 | March 24, 2022 |
| October 2023 | $160,150,453 | 2 | July 24, 2023 |
| October 2024 | $222,382,726 | 2 | August 21, 2024 |
| October 2025 | $306,963,143 | 2 | June 10, 2025 |
| October 2026 | $410,795,766 | 3 | March 10, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Everest Private Wealth (CRD 142945): Form ADV filing data as of October 2026.