Everest Private Wealth

Everest Private Wealth is a fee‑only, SEC‑registered advisory firm that provides personalized financial planning and investment management to individuals, high‑net‑worth clients, trusts, estates and small businesses. As of December 31, 2025 the brochure reports approximately $410.8 million in assets under management, two advisory principals, and roughly 90 client relationships.

The firm describes a long‑term, core‑and‑satellite investment approach that uses low‑cost mutual funds and ETFs as the core while supplementing with active managers, individual securities and, where appropriate, alternatives. Everest documents client objectives in Investment Policy Statements, conducts quarterly reviews, and provides written reports to clients covering holdings, allocations and performance.

Distinctive features noted in the brochure include a recent expansion into loan management and facilitation services—covering margin account enablement, lender due diligence, and ongoing oversight—offered in addition to its planning and portfolio services. The materials also highlight client performance reporting and direct readers to the firm’s website and the SEC’s public disclosure system for further information, reflecting practices (public performance figures and third‑party ratings) that are uncommon among comparable supported firms.