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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-13-2007
- Office Locations
- 1
Office Locations
About Everest Private Wealth
Everest Private Wealth is an SEC-registered RIA based in Silicon Valley serving clients nationwide. The firm uses a systematic investment process and starts with full balance-sheet reviews to optimize allocations and tax impact. For complex households, it provides access to specialized real estate, private credit, and private equity investments, plus legacy planning (irrevocable trusts, PPLI/PPVA) and philanthropic guidance. Schwab is a key custodian.
Reported data analysis
What the numbers show
Between October 10, 2025 and March 10, 2026, reported AUM increased 33.8%, from $307.0M to $410.8M.
Across 5 reported observations, AUM increased 186.6% between March 24, 2022 and March 10, 2026, from $143.3M to $410.8M.
Of the latest reported AUM, 92.7% is discretionary and 7.3% is non-discretionary.
The firm reports 2 advisory representatives and 90 clients, or 45 clients per representative. That equates to $4.6M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Everest Private Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RAMPRASAD SATAGOPAN
DIRECTOR, Financial Advisor, FOUNDER, General Partner
- CRD
- #5273980
- Ownership
- 50% but less than 75%
RANGA SRINIVASAN
Chief Compliance Officer, DIRECTOR, FOUNDER
- CRD
- #5273981
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $380,692,372 | $1,379,320 |
| Non-Discretionary | $30,103,394 | $578,911 |
| Total | $410,795,766 | $1,252,426 |
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Separately Managed Accounts
SMA allocation detail is available
Everest Private Wealth has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Everest Private Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.