Everest Private Wealth

Everest Private Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Cupertino, California. On its latest Form ADV, filed March 10, 2026, it reports $411M in regulatory assets under management, 90 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	142945 · SEC file 801-120900
Office	10080 N. Wolfe Road Suite SW3-200 Cupertino, CA 95014
Phone	(408) 502-6015
Website	everestprivatewealth.com
Regulatory assets under management	$411M ($381M discretionary)
Individual clients	4 non-high-net-worth, 86 high-net-worth
Financial planning clients	11-25
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	3
Disciplinary disclosures	None reported
Latest Form ADV filing	March 10, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Cupertino

• Pruneyard Financial Group, Inc. $91M
• Infinity 8 Investments, LLC $124M
• Chinese Abraham Investment Advisors LLC $36M
• Emerald Waves Investments, LLC $4.2M
• The Tilted Funds Group, LLC $811K

See all 6 fee-only advisers in Cupertino →

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