This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing