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EVERCORE WEALTH MANAGEMENT, LLC
CRD 148399File 801-69645
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$15.52B
Top 10% of cohort (national)
Discretionary AUM
$15.42B
Non-discretionary $91.0M
Clients
791
4,895 accounts
Employees
97
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 1, 2008
- Principal office
- 55 EAST 52ND STREET, 23RD FLOOR, NEW YORK, NY, 10055
- Phone
- 212-822-7620
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.52B
- Discretionary AUM
- $15.42B
- Non-discretionary AUM
- $91.0M
- Discretionary accounts
- 4,837
- Non-discretionary accounts
- 58
- Total accounts
- 4,895
- AUM per client
- $19.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $224.8M |
| Insurance companies | 2 | $100.5M |
| Investment companies | 1 | $506.2M |
| Charitable organizations | 18 | $218.1M |
| High net worth individuals | 674 | $13.87B |
| Pooled investment vehicles | 14 | $343.0M |
| Banking or thrift institutions | 8 | $154.3M |
| Pension and profit sharing plans | 4 | $63.3M |
| Individuals (other than high net worth individuals) | 57 | $39.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — INTERCOMPANY ARRANGEMENTS
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.