← Directory
EVERCORE WEALTH MANAGEMENT, LLC
CRD 148399File 801-69645
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 88 | 97 | increased by9 |
| Apr 1, 2026 | Clients | 752 | 791 | increased by39 |
| Apr 1, 2026 | AUM | $13,898,597,233 | $15,515,905,140 | increased by$1,617,307,907 |
| Apr 1, 2026 | Accounts | 4,405 | 4,895 | increased by490 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 687 | 752 | increased by65 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $12,183,590,249 | $13,898,597,233 | increased by$1,715,006,984 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,655 | 4,405 | increased by750 |
| Apr 1, 2022 | Employees | 80 | 88 | increased by8 |
| Apr 1, 2022 | Clients | 680 | 687 | increased by7 |
| Apr 1, 2022 | AUM | $10,166,559,382 | $12,183,590,249 | increased by$2,017,030,867 |
| Apr 1, 2022 | Accounts | 3,320 | 3,655 | increased by335 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EVERCORE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVERCORE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.