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EVEREST PRIVATE WEALTH

CUPERTINO, CA · CRD 142945 · IAPD ↗ · everestprivatewealth.com · (408) 502-6015

$410.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — EVEREST PRIVATE WEALTH reported RAUM up 34% ($307.0M -> $410.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
December 2025 — EVEREST MANAGEMENT CORP. is now doing business as EVEREST PRIVATE WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
March 2025 — EVEREST MANAGEMENT CORP. reported RAUM up 38% ($222.4M -> $307.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
March 2024 — EVEREST MANAGEMENT CORP. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
March 2024 — EVEREST MANAGEMENT CORP. reported RAUM up 39% ($160.2M -> $222.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.