Ranga Srinivasan
Everest Private Wealth · Cupertino, California
Ranga Srinivasan is a fee-only financial advisor at Everest Private Wealth in Cupertino, California. Ranga 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 5273981 |
| Exams passed | Series 65 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | everestprivatewealth.com |
| Profile |
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Questions about Ranga
Is Ranga Srinivasan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ranga 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 Ranga charge for financial advice?
Ranga charges a percentage of assets.
How much does Ranga charge?
According to Everest Private Wealth's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Ranga Srinivasan based?
Ranga Srinivasan is based in Cupertino, California.
What does Ranga specialize in?
Ranga's specialties include tax planning and family wealth transfer. Ranga works with executives, founders, physicians, ultra high net worth and high earners.
Is Ranga Srinivasan registered with the SEC?
Yes. Ranga Srinivasan is registered as an investment adviser representative in CA and TX (CRD 5273981), 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 Ranga Srinivasan?
Through Ranga'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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