Ramprasad Satagopan
Everest Private Wealth · Cupertino, California
Ramprasad Satagopan is a fee-only financial advisor at Everest Private Wealth in Cupertino, California. Ramprasad charges a percentage of assets (a $2,000,000 asset minimum) and focuses on tax planning and family wealth transfer.
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Specialties
Who they serve
- Executives
- Founders
- Physicians
- Ultra high net worth
- High earners
Facts
| Firm | Everest Private Wealth |
|---|---|
| Based in | Cupertino, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $410.8M across 328 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5273980 |
| Exams passed | Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | everestprivatewealth.com |
| Profile |
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Questions about Ramprasad
Is Ramprasad Satagopan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ramprasad holds no broker registration, and Everest Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ramprasad charge for financial advice?
Ramprasad charges a percentage of assets.
How much does Ramprasad charge?
According to Everest Private Wealth's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Ramprasad Satagopan based?
Ramprasad Satagopan is based in Cupertino, California.
What does Ramprasad specialize in?
Ramprasad's specialties include tax planning and family wealth transfer. Ramprasad works with executives, founders, physicians, ultra high net worth and high earners.
Is Ramprasad Satagopan registered with the SEC?
Yes. Ramprasad Satagopan is registered as an investment adviser representative in CA and TX (CRD 5273980), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Everest Private Wealth manage?
Everest Private Wealth reports $410.8M across 328 accounts in assets under management.
How do I contact Ramprasad Satagopan?
Through Ramprasad's website, everestprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Everest Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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