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| Keyboard |
| Everest Private Wealth
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|---|---|
| CRD # | 142945 |
| SEC # | 801-120900 |
| CIK # | |
| AUM | 410.8 M (2026-03-10) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 408-502-6015 |
| Address | 10080 N Wolfe Road Cupertino, CA 95014 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 3.2 |
| (b) Individuals (high net worth individuals) | 86 | 407.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 328 | 410.8 |
| By Discretionary | ||
| Discretionary | 276 | 380.7 |
| Non-Discretionary | 52 | 30.1 |
| Total | 328 | 410.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 22.4 | |
| United States Persons | 388.4 | |
| Total | 328 | 410.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Petix & Botte Company
✚
|
CA | 411.9 M |
|
Foundation Wealth Management LLC
✚
|
PA | 411.9 M |
|
Curbstone Financial Management Corporation
✚
|
NH | 411.7 M |
|
Hall Capital Management Company Inc
✚
|
RI | 411.6 M |
|
MB Levis & Associates LLC
✚
|
PA | 411.6 M |
|
BDFS Capital LLC
✚
|
DE | 411.3 M |
|
Harbor Wealth Management LLC
✚
|
WI | 410.5 M |
|
Sunbeam Capital Management LLC
✚
|
410.2 M | |
|
Momentous Wealth Management Inc
✚
|
WA | 409.9 M |
|
Boyd Wealth Management LLC
✚
|
CA | 409.8 M |