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EVERCORE WEALTH MANAGEMENT, LLC
CRD 148399 · SEC 801-69645
55 EAST 52ND STREET, 23RD FLOOR, NEW YORK, NY, 10055, United States
Phone
212-822-7620
Fax
212-822-7630
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$15.52B
Discretionary AUM
$15.42B
Team
97 total employees; 68 advisory reps; 1 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; INTERCOMPANY ARRANGEMENTS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminarsWE PROVIDE A MODEL PORTFOLIO TO ONE REGISTERED INVESTMENT ADVISOR
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $39.1M |
| High net worth individuals | 674 | $13.87B |
| Banking/thrift institutions | 8 | $154.3M |
| Investment companies | 1 | $506.2M |
| Pooled investment vehicles | 14 | $343.0M |
| Pension/profit sharing plans | 4 | $63.3M |
| Charitable organizations | 18 | $218.1M |
| Insurance companies | 2 | $100.5M |
| Corporations/business entities | 13 | $224.8M |
States served
VT, AL, AZ, CA, CO, DE, DC, GA, ID, IL, IN, IA, LA, ME, MD, MA, MI, MN, MT, NV, NJ, NY, NC, ND, OH, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD