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Founder & Director / Chief Compliance Officer · Everest Private Wealth

Ranga Srinivasan

CRD 5273981 · Named on Form ADV at one SEC-registered adviser

At a glance

Everest Private Wealth, an SEC-registered wealth manager based in Cupertino, CA with $411 million in regulatory assets, lists Ranga Srinivasan on its Form ADV as Founder & Director / Chief Compliance Officer, a control person.

Firms and roles

  • Everest Private WealthFounder & Director / Chief Compliance OfficerWealth manager · Cupertino, CA · $411M in regulatory assets

AtlasMembers

Ranga’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ranga’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.